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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 | $134,169 | $41,647+222.2% | $96,188+39.5% | $86,828+54.5% |
| Participation rate | 99.0% | 50.3%+48.7pp | 68.4%+30.6pp | 72.3%+26.7pp |
| Annual return | 9.34% | 27.24%-17.9pp | 192.12%-182.8pp | 97.95%-88.6pp |
| Employer contribution / active EE | $19,596 | $1,328+1375.4% | $2,800+600.0% | $2,406+714.4% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,350-100.0% | $4,132-100.0% |
| Admin fee / account holder | $6 | $169-96.5% | $5,538-99.9% | $170-96.5% |