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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 | $102,956 | $51,638+99.4% | $68,368+50.6% | $82,448+24.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.39% | 37.53%-24.1pp | 292.57%-279.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $8,401 | $2,047+310.5% | $2,649+217.1% | $2,551+229.3% |
| Participant deferral / active EE | $5,698 | $2,914+95.6% | $4,123+38.2% | $4,139+37.7% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |