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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 | $122,239+20.7% | $184,200-19.9% | $74,546+97.9% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.3pp |
| Annual return | 10.68% | 19.95%-9.3pp | 28.80%-18.1pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $3,816 | $4,537-15.9% | $6,424-40.6% | $2,624+45.4% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |