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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 | $62,393+42.6% | $120,580-26.2% | $74,478+19.5% |
| Participation rate | 97.1% | 56.8%+40.4pp | 72.0%+25.2pp | 67.2%+29.9pp |
| Annual return | 9.57% | 18.61%-9.0pp | 107.48%-97.9pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $3,000 | $1,845+62.6% | $3,469-13.5% | $2,626+14.2% |
| Participant deferral / active EE | $0 | $2,886-100.0% | $4,995-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,418-100.0% | $1,946-100.0% |