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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 | $80,731+58.3% | $103,374+23.6% | $74,546+71.5% |
| Participation rate | 80.0% | 65.7%+14.3pp | 74.5%+5.5pp | 67.2%+12.8pp |
| Annual return | 10.50% | 27.56%-17.1pp | 24.89%-14.4pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $14,866 | $3,158+370.8% | $3,869+284.2% | $2,624+466.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |