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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 | $175,767 | $79,209+121.9% | $102,434+71.6% | $74,459+136.1% |
| Participation rate | 97.3% | 74.8%+22.5pp | 76.5%+20.8pp | 67.2%+30.0pp |
| Annual return | 0.84% | 54.98%-54.1pp | 29.46%-28.6pp | 1369.70%-1368.9pp |
| Employer contribution / active EE | $10,797 | $2,362+357.0% | $3,023+257.2% | $2,626+311.2% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |