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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 | $101,591+129.3% | $147,096+58.3% | $74,429+212.9% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 4.84% | 8746.45%-8741.6pp | 419.75%-414.9pp | 1368.38%-1363.5pp |
| Employer contribution / active EE | $15,639 | $3,813+310.2% | $4,936+216.8% | $2,625+495.8% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |