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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 | $68,708 | $40,522+69.6% | $84,646-18.8% | $67,584+1.7% |
| Participation rate | 99.3% | 51.1%+48.2pp | 68.2%+31.1pp | 71.3%+28.1pp |
| Annual return | 18.60% | 32.72%-14.1pp | 258.85%-240.3pp | 378.59%-360.0pp |
| Employer contribution / active EE | $18,956 | $1,146+1553.8% | $2,654+614.4% | $2,148+782.6% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,901-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,915-100.0% | $142-100.0% |