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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 | $106,247+51.7% | $147,096+9.6% | $77,714+107.4% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 7.85% | 56.87%-49.0pp | 419.75%-411.9pp | 31.26%-23.4pp |
| Employer contribution / active EE | $9,721 | $4,069+138.9% | $4,936+96.9% | $2,727+256.5% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |