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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 | $125,128 | $106,247+17.8% | $147,096-14.9% | $77,714+61.0% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 4.91% | 56.87%-52.0pp | 419.75%-414.8pp | 31.26%-26.3pp |
| Employer contribution / active EE | $1,240 | $4,069-69.5% | $4,936-74.9% | $2,727-54.5% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |