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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 | $152,020 | $104,479+45.5% | $159,474-4.7% | $79,391+91.5% |
| Participation rate | 99.6% | 76.6%+23.0pp | 82.8%+16.8pp | 70.7%+28.9pp |
| Annual return | 7.37% | 67.98%-60.6pp | 263.68%-256.3pp | 116.88%-109.5pp |
| Employer contribution / active EE | $18,377 | $3,417+437.8% | $4,831+280.4% | $2,428+656.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-100.0% |