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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 | $180,075 | $100,801+78.6% | $149,730+20.3% | $73,412+145.3% |
| Participation rate | 97.3% | 77.7%+19.6pp | 82.5%+14.8pp | 72.2%+25.1pp |
| Annual return | 7.10% | 265.34%-258.2pp | 276.70%-269.6pp | 59.30%-52.2pp |
| Employer contribution / active EE | $12,635 | $3,312+281.5% | $4,645+172.0% | $2,234+465.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,310-100.0% | $158-100.0% |