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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 | $94,597 | $73,404+28.9% | $87,104+8.6% | $67,579+40.0% |
| Participation rate | 96.4% | 80.9%+15.6pp | 76.9%+19.6pp | 71.3%+25.2pp |
| Annual return | 2.43% | 48.29%-45.9pp | 28.19%-25.8pp | 378.56%-376.1pp |
| Employer contribution / active EE | $5,058 | $2,014+151.2% | $2,521+100.6% | $2,148+135.5% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |