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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 | $101,672-20.6% | $147,117-45.1% | $74,478+8.4% |
| Participation rate | 78.8% | 75.5%+3.2pp | 82.2%-3.4pp | 67.2%+11.6pp |
| Annual return | 1.06% | 8757.83%-8756.8pp | 420.54%-419.5pp | 1370.56%-1369.5pp |
| Employer contribution / active EE | $8,774 | $3,813+130.1% | $4,932+77.9% | $2,626+234.1% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $1,753-99.9% | $12,993-100.0% | $1,946-99.9% |