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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 | $45,974 | $101,653-54.8% | $147,080-68.7% | $74,459-38.3% |
| Participation rate | 98.3% | 75.6%+22.8pp | 82.2%+16.2pp | 67.2%+31.1pp |
| Annual return | 12.11% | 8754.98%-8742.9pp | 420.17%-408.1pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $5,961 | $3,813+56.3% | $4,933+20.8% | $2,626+127.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |