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 | $218,801 | $75,284+190.6% | $91,004+140.4% | $69,634+214.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 6.02% | 48.40%-42.4pp | 4.60%+1.4pp | 27572.26%-27566.2pp |
| Employer contribution / active EE | $6,457 | $2,473+161.1% | $2,456+162.9% | $2,032+217.7% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |