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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 | $233,500 | $99,994+133.5% | $146,647+59.2% | $85,851+172.0% |
| Participation rate | 98.8% | 73.1%+25.7pp | 80.1%+18.7pp | 69.3%+29.5pp |
| Annual return | 10.75% | 18.93%-8.2pp | 22.75%-12.0pp | 318.63%-307.9pp |
| Employer contribution / active EE | $19,984 | $2,559+680.9% | $4,137+383.1% | $2,565+679.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,281-100.0% | $6,261-100.0% |