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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 | $120,870 | $88,186+37.1% | $165,071-26.8% | $74,459+62.3% |
| Participation rate | 96.2% | 73.1%+23.0pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 4.59% | 17.13%-12.5pp | 70.17%-65.6pp | 1369.70%-1365.1pp |
| Employer contribution / active EE | $16,398 | $2,600+530.6% | $4,347+277.2% | $2,626+524.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |