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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 | $110,038 | $55,470+98.4% | $155,556-29.3% | $74,478+47.7% |
| Participation rate | 97.9% | 61.9%+36.0pp | 78.2%+19.7pp | 67.2%+30.7pp |
| Annual return | 6.96% | 269.80%-262.8pp | 64.84%-57.9pp | 1370.56%-1363.6pp |
| Employer contribution / active EE | $13,277 | $2,267+485.7% | $4,675+184.0% | $2,626+405.6% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |