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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 | $101,672+73.2% | $147,117+19.7% | $74,478+136.5% |
| Participation rate | 95.4% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 9.46% | 8757.83%-8748.4pp | 420.54%-411.1pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $10,197 | $3,813+167.4% | $4,932+106.7% | $2,626+288.3% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |