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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 | $106,110+51.9% | $147,005+9.7% | $77,671+107.5% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.9pp | 70.6%+28.4pp |
| Annual return | 7.85% | 56.77%-48.9pp | 418.76%-410.9pp | 31.21%-23.4pp |
| Employer contribution / active EE | $9,721 | $4,065+139.1% | $4,934+97.0% | $2,726+256.5% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |