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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 | $176,104 | $101,499+73.5% | $147,005+19.8% | $74,546+136.2% |
| Participation rate | 95.4% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 9.46% | 8732.34%-8722.9pp | 418.76%-409.3pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $10,197 | $3,811+167.6% | $4,934+106.7% | $2,624+288.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |