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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 | $105,934 | $34,932+203.3% | $56,441+87.7% | $74,546+42.1% |
| Participation rate | 98.2% | 32.9%+65.3pp | 52.5%+45.7pp | 67.2%+31.0pp |
| Annual return | 0.91% | 24.90%-24.0pp | 1704.21%-1703.3pp | 1366.03%-1365.1pp |
| Employer contribution / active EE | $10,481 | $608+1622.8% | $1,039+908.6% | $2,624+299.4% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $2,359-100.0% | $2,829-100.0% | $1,944-100.0% |