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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 | $63,643 | $101,653-37.4% | $147,080-56.7% | $74,459-14.5% |
| Participation rate | 95.0% | 75.6%+19.4pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 12.56% | 8754.98%-8742.4pp | 420.17%-407.6pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $4,179 | $3,813+9.6% | $4,933-15.3% | $2,626+59.1% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,752-99.9% | $12,989-100.0% | $1,945-99.9% |