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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 | $147,510 | $122,063+20.8% | $184,256-19.9% | $74,478+98.1% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.3pp |
| Annual return | 10.68% | 19.92%-9.2pp | 28.85%-18.2pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $3,816 | $4,539-15.9% | $6,427-40.6% | $2,626+45.3% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |