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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 | $114,349 | $58,726+94.7% | $92,240+24.0% | $62,293+83.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 3.75% | 43.62%-39.9pp | 176.29%-172.5pp | 28.90%-25.2pp |
| Employer contribution / active EE | $15,132 | $2,392+532.7% | $3,680+311.2% | $2,042+641.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $556-99.9% | $5,194-100.0% | $479-99.8% |