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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 | $101,113 | $88,360+14.4% | $145,433-30.5% | $67,986+48.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 0.18% | 63.15%-63.0pp | 66.58%-66.4pp | 31.67%-31.5pp |
| Employer contribution / active EE | $5,679 | $3,054+86.0% | $4,554+24.7% | $2,019+181.3% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $14 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |