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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 | $30,423+529.9% | $56,025+242.1% | $74,478+157.3% |
| Participation rate | 100.0% | 32.9%+67.1pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 6.51% | 24.97%-18.5pp | 1712.69%-1706.2pp | 1370.56%-1364.1pp |
| Employer contribution / active EE | $5,625 | $610+821.6% | $1,042+440.0% | $2,626+114.2% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,955-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,828-100.0% | $1,946-100.0% |