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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 | $120,224 | $88,122+36.4% | $141,200-14.9% | $67,584+77.9% |
| Participation rate | 99.6% | 76.5%+23.1pp | 82.5%+17.1pp | 71.3%+28.3pp |
| Annual return | 19.92% | 75.40%-55.5pp | 71.41%-51.5pp | 378.59%-358.7pp |
| Employer contribution / active EE | $847 | $3,224-73.7% | $4,736-82.1% | $2,148-60.6% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |