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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 | $113,542 | $104,497+8.7% | $159,487-28.8% | $79,389+43.0% |
| Participation rate | 95.1% | 76.6%+18.4pp | 82.8%+12.2pp | 70.7%+24.4pp |
| Annual return | 4.98% | 67.98%-63.0pp | 263.71%-258.7pp | 116.89%-111.9pp |
| Employer contribution / active EE | $6,711 | $3,418+96.4% | $4,831+38.9% | $2,428+176.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |