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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 | $117,642 | $78,707+49.5% | $117,861-0.2% | $70,126+67.8% |
| Participation rate | 98.9% | 73.2%+25.7pp | 79.7%+19.2pp | 69.5%+29.4pp |
| Annual return | 4.59% | 23.30%-18.7pp | 335.11%-330.5pp | 73.15%-68.6pp |
| Employer contribution / active EE | $21,581 | $2,223+870.6% | $3,786+470.0% | $2,343+821.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |