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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 | $214,077 | $27,943+666.1% | $58,507+265.9% | $75,177+184.8% |
| Participation rate | 98.9% | 38.8%+60.1pp | 50.9%+48.1pp | 67.2%+31.7pp |
| Annual return | 3.44% | 44.22%-40.8pp | 4252.32%-4248.9pp | 160.75%-157.3pp |
| Employer contribution / active EE | $13,449 | $670+1908.3% | $1,053+1176.8% | $2,671+403.5% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,922-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,486-100.0% | $5,651-100.0% |