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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 | $232,915 | $101,672+129.1% | $147,117+58.3% | $74,478+212.7% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 4.84% | 8757.83%-8753.0pp | 420.54%-415.7pp | 1370.56%-1365.7pp |
| Employer contribution / active EE | $15,639 | $3,813+310.1% | $4,932+217.1% | $2,626+495.5% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |