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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 | $191,639 | $34,932+448.6% | $56,441+239.5% | $74,546+157.1% |
| Participation rate | 100.0% | 32.9%+67.1pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 6.51% | 24.90%-18.4pp | 1704.21%-1697.7pp | 1366.03%-1359.5pp |
| Employer contribution / active EE | $5,625 | $608+824.5% | $1,039+441.3% | $2,624+114.3% |
| Participant deferral / active EE | $0 | $1,173-100.0% | $1,953-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,359-100.0% | $2,829-100.0% | $1,944-100.0% |