Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,707 | $106,264+3.2% | $147,117-25.4% | $77,762+41.1% |
| Participation rate | 95.4% | 78.4%+16.9pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 13.56% | 56.94%-43.4pp | 420.54%-407.0pp | 31.27%-17.7pp |
| Employer contribution / active EE | $4,716 | $4,074+15.8% | $4,932-4.4% | $2,728+72.9% |
| Participant deferral / active EE | $3,795 | $8,003-52.6% | $8,065-52.9% | $4,651-18.4% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |