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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 | $88,137+37.1% | $164,975-26.7% | $74,429+62.4% |
| Participation rate | 96.2% | 73.1%+23.1pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 4.59% | 17.13%-12.5pp | 70.12%-65.5pp | 1368.38%-1363.8pp |
| Employer contribution / active EE | $16,398 | $2,597+531.4% | $4,343+277.6% | $2,625+524.7% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |