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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 | $101,499+129.5% | $147,005+58.4% | $74,546+212.4% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 4.84% | 8732.34%-8727.5pp | 418.76%-413.9pp | 1366.03%-1361.2pp |
| Employer contribution / active EE | $15,639 | $3,811+310.4% | $4,934+217.0% | $2,624+495.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |