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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 | $236,038 | $83,369+183.1% | $105,223+124.3% | $67,986+247.2% |
| Participation rate | 99.0% | 56.3%+42.7pp | 75.0%+24.0pp | 57.2%+41.8pp |
| Annual return | 6.67% | 24.64%-18.0pp | 180.65%-174.0pp | 31.67%-25.0pp |
| Employer contribution / active EE | $9,102 | $2,541+258.2% | $3,689+146.8% | $2,019+350.9% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |