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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 | $94,098 | $80,753+16.5% | $136,298-31.0% | $62,293+51.1% |
| Participation rate | 89.1% | 73.5%+15.6pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 3.55% | 35.83%-32.3pp | 5156.27%-5152.7pp | 28.90%-25.3pp |
| Employer contribution / active EE | $6,302 | $2,884+118.6% | $4,696+34.2% | $2,042+208.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |