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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 | $157,027 | $80,753+94.5% | $136,298+15.2% | $62,293+152.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.62% | 35.83%-27.2pp | 5156.27%-5147.7pp | 28.90%-20.3pp |
| Employer contribution / active EE | $8,739 | $2,884+203.1% | $4,696+86.1% | $2,042+327.9% |
| 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% |