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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 | $77,619 | $90,107-13.9% | $182,262-57.4% | $69,733+11.3% |
| Participation rate | 95.6% | 64.8%+30.8pp | 84.2%+11.4pp | 62.5%+33.1pp |
| Annual return | 9.54% | 95.58%-86.0pp | 140.60%-131.1pp | 15.22%-5.7pp |
| Employer contribution / active EE | $6,618 | $3,043+117.5% | $5,046+31.2% | $2,250+194.1% |
| Participant deferral / active EE | $0 | $5,135-100.0% | $8,276-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $3,377-100.0% | $16,712-100.0% | $3,102-100.0% |