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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 | $30,437+248.0% | $56,033+89.1% | $74,459+42.3% |
| Participation rate | 98.2% | 32.9%+65.3pp | 52.5%+45.7pp | 67.2%+31.0pp |
| Annual return | 0.91% | 24.96%-24.0pp | 1711.38%-1710.5pp | 1369.70%-1368.8pp |
| Employer contribution / active EE | $10,481 | $610+1618.5% | $1,041+906.9% | $2,626+299.1% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,954-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,363-100.0% | $2,827-100.0% | $1,945-100.0% |