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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 | $101,591-20.5% | $147,096-45.1% | $74,429+8.5% |
| Participation rate | 78.8% | 75.5%+3.2pp | 82.2%-3.4pp | 67.2%+11.6pp |
| Annual return | 1.06% | 8746.45%-8745.4pp | 419.75%-418.7pp | 1368.38%-1367.3pp |
| Employer contribution / active EE | $8,774 | $3,813+130.1% | $4,936+77.8% | $2,625+234.3% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2 | $1,750-99.9% | $13,005-100.0% | $1,944-99.9% |