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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 | $49,197 | $104,479-52.9% | $159,474-69.2% | $79,391-38.0% |
| Participation rate | 98.7% | 76.6%+22.1pp | 82.8%+15.9pp | 70.7%+28.0pp |
| Annual return | 12.98% | 67.98%-55.0pp | 263.68%-250.7pp | 116.88%-103.9pp |
| Employer contribution / active EE | $19,066 | $3,417+458.0% | $4,831+294.7% | $2,428+685.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $711-99.9% | $10,802-100.0% | $627-99.9% |