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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 | $101,591+73.3% | $147,096+19.7% | $74,429+136.6% |
| Participation rate | 95.4% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 9.46% | 8746.45%-8737.0pp | 419.75%-410.3pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $10,197 | $3,813+167.5% | $4,936+106.6% | $2,625+288.5% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |