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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 | $144,607 | $59,456+143.2% | $93,669+54.4% | $74,429+94.3% |
| Participation rate | 97.5% | 59.6%+37.8pp | 68.7%+28.7pp | 67.2%+30.2pp |
| Annual return | 3.81% | 82.00%-78.2pp | 133.59%-129.8pp | 1368.38%-1364.6pp |
| Employer contribution / active EE | $16,032 | $1,266+1166.4% | $2,424+561.5% | $2,625+510.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |