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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 | $97,461 | $56,171+73.5% | $108,745-10.4% | $55,167+76.7% |
| Participation rate | 100.0% | 70.7%+29.3pp | 77.7%+22.3pp | 69.0%+31.0pp |
| Annual return | 5.56% | 214.86%-209.3pp | 46.22%-40.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $6,585 | $2,153+205.8% | $3,323+98.2% | $1,963+235.5% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $302-100.0% | $6,144-100.0% | $504-100.0% |