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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 | $174,735 | $79,181+120.7% | $102,423+70.6% | $74,429+134.8% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 0.84% | 54.97%-54.1pp | 29.42%-28.6pp | 1368.38%-1367.5pp |
| Employer contribution / active EE | $4,145 | $2,362+75.5% | $3,023+37.1% | $2,625+57.9% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $12 | $2,002-99.4% | $9,455-99.9% | $1,944-99.4% |