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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 | $102,444 | $59,402+72.5% | $93,654+9.4% | $74,546+37.4% |
| Participation rate | 89.5% | 59.7%+29.9pp | 68.7%+20.8pp | 67.2%+22.3pp |
| Annual return | 2.76% | 81.86%-79.1pp | 133.34%-130.6pp | 1366.03%-1363.3pp |
| Employer contribution / active EE | $4,643 | $1,265+267.1% | $2,421+91.8% | $2,624+76.9% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |