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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 | $62,673 | $52,450+19.5% | $129,384-51.6% | $74,459-15.8% |
| Participation rate | 99.1% | 53.8%+45.2pp | 69.6%+29.4pp | 67.2%+31.9pp |
| Annual return | 11.78% | 15.65%-3.9pp | 9461.77%-9450.0pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $1,841 | $1,532+20.2% | $4,153-55.7% | $2,626-29.9% |
| Participant deferral / active EE | $3,552 | $2,797+27.0% | $4,166-14.7% | $4,350-18.3% |
| Admin fee / account holder | $3 | $2,636-99.9% | $7,686-100.0% | $1,945-99.9% |