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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 | $134,044 | $40,435+231.5% | $80,627+66.3% | $74,460+80.0% |
| Participation rate | 97.8% | 47.4%+50.4pp | 67.0%+30.7pp | 70.7%+27.0pp |
| Annual return | 9.32% | 165.19%-155.9pp | 936.76%-927.4pp | 34.38%-25.1pp |
| Employer contribution / active EE | $9,474 | $1,498+532.6% | $2,723+248.0% | $2,638+259.1% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $721-100.0% | $5,381-100.0% | $348-100.0% |