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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 | $106,110+17.9% | $147,005-14.9% | $77,671+61.1% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 4.91% | 56.77%-51.9pp | 418.76%-413.9pp | 31.21%-26.3pp |
| Employer contribution / active EE | $1,240 | $4,065-69.5% | $4,934-74.9% | $2,726-54.5% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |