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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 | $207,570 | $104,497+98.6% | $159,487+30.1% | $79,389+161.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 11.40% | 67.98%-56.6pp | 263.71%-252.3pp | 116.89%-105.5pp |
| Employer contribution / active EE | $4,590 | $3,418+34.3% | $4,831-5.0% | $2,428+89.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $711-99.0% | $10,804-99.9% | $626-98.8% |