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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 | $80,767 | $101,499-20.4% | $147,005-45.1% | $74,546+8.3% |
| Participation rate | 78.8% | 75.5%+3.3pp | 82.2%-3.4pp | 67.2%+11.6pp |
| Annual return | 1.06% | 8732.34%-8731.3pp | 418.76%-417.7pp | 1366.03%-1365.0pp |
| Employer contribution / active EE | $8,774 | $3,811+130.2% | $4,934+77.8% | $2,624+234.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $2 | $1,748-99.9% | $13,006-100.0% | $1,944-99.9% |