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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 | $98,294 | $80,748+21.7% | $102,383-4.0% | $74,429+32.1% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 8.12% | 27.57%-19.4pp | 24.94%-16.8pp | 1368.38%-1360.3pp |
| Employer contribution / active EE | $7,439 | $3,159+135.5% | $3,870+92.2% | $2,625+183.4% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |