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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 | $88,997 | $62,409+42.6% | $120,368-26.1% | $74,546+19.4% |
| Participation rate | 97.1% | 56.8%+40.4pp | 71.9%+25.2pp | 67.2%+29.9pp |
| Annual return | 9.57% | 18.62%-9.1pp | 107.26%-97.7pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $3,000 | $1,847+62.5% | $3,465-13.4% | $2,624+14.3% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,991-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,394-100.0% | $9,429-100.0% | $1,944-100.0% |