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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 | $174,536 | $106,164+64.4% | $147,041+18.7% | $77,692+124.7% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 13.05% | 56.81%-43.8pp | 419.21%-406.2pp | 31.25%-18.2pp |
| Employer contribution / active EE | $5,182 | $4,066+27.4% | $4,935+5.0% | $2,726+90.1% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |