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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 | $30,421+530.0% | $56,077+241.7% | $74,429+157.5% |
| Participation rate | 100.0% | 32.9%+67.1pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 6.51% | 24.94%-18.4pp | 1709.28%-1702.8pp | 1368.38%-1361.9pp |
| Employer contribution / active EE | $5,625 | $610+822.4% | $1,040+440.6% | $2,625+114.3% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,825-100.0% | $1,944-100.0% |