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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 | $120,797 | $106,264+13.7% | $147,117-17.9% | $77,762+55.3% |
| Participation rate | 92.4% | 78.4%+14.0pp | 82.2%+10.2pp | 70.6%+21.8pp |
| Annual return | 8.09% | 56.94%-48.8pp | 420.54%-412.4pp | 31.27%-23.2pp |
| Employer contribution / active EE | $11,007 | $4,074+170.2% | $4,932+123.2% | $2,728+303.5% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |