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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 | $127,817 | $80,781+58.2% | $102,437+24.8% | $74,478+71.6% |
| Participation rate | 80.0% | 65.7%+14.3pp | 74.5%+5.5pp | 67.2%+12.8pp |
| Annual return | 10.50% | 27.58%-17.1pp | 24.95%-14.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $14,866 | $3,160+370.4% | $3,871+284.1% | $2,626+466.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |