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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 | $157,841 | $101,539+55.4% | $147,041+7.3% | $74,400+112.2% |
| Participation rate | 92.3% | 75.5%+16.8pp | 82.2%+10.1pp | 67.2%+25.1pp |
| Annual return | 4.94% | 8740.84%-8735.9pp | 419.21%-414.3pp | 1367.51%-1362.6pp |
| Employer contribution / active EE | $7,119 | $3,811+86.8% | $4,935+44.3% | $2,624+171.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,749-100.0% | $13,006-100.0% | $1,944-100.0% |