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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 | $106,264+64.2% | $147,117+18.6% | $77,762+124.5% |
| Participation rate | 99.4% | 78.4%+20.9pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 13.05% | 56.94%-43.9pp | 420.54%-407.5pp | 31.27%-18.2pp |
| Employer contribution / active EE | $5,182 | $4,074+27.2% | $4,932+5.1% | $2,728+90.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |