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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 | $161,191 | $106,264+51.7% | $147,117+9.6% | $77,762+107.3% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 7.85% | 56.94%-49.1pp | 420.54%-412.7pp | 31.27%-23.4pp |
| Employer contribution / active EE | $9,721 | $4,074+138.6% | $4,932+97.1% | $2,728+256.3% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |