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 | $81,115 | $73,404+10.5% | $87,102-6.9% | $67,584+20.0% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 10.27% | 48.29%-38.0pp | 28.19%-17.9pp | 378.59%-368.3pp |
| Employer contribution / active EE | $3,360 | $2,014+66.9% | $2,521+33.3% | $2,148+56.4% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,493-100.0% | $142-100.0% |