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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 | $97,602 | $79,223+23.2% | $102,460-4.7% | $74,478+31.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 8.77% | 54.98%-46.2pp | 29.47%-20.7pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $6,918 | $2,363+192.8% | $3,025+128.7% | $2,626+163.4% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |