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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 | $93,625 | $155,795-39.9% | $136,298-31.3% | $69,634+34.5% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 11.76% | 232464.33%-232452.6pp | 5156.27%-5144.5pp | 27572.26%-27560.5pp |
| Employer contribution / active EE | $1,769 | $2,991-40.8% | $4,696-62.3% | $2,032-12.9% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |