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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 | $93,342 | $52,967+76.2% | $172,753-46.0% | $65,186+43.2% |
| Participation rate | 96.8% | 66.2%+30.6pp | 82.6%+14.2pp | 70.2%+26.6pp |
| Annual return | 4.56% | 30.12%-25.6pp | 803.00%-798.4pp | 29.39%-24.8pp |
| Employer contribution / active EE | $7,489 | $2,190+241.9% | $5,144+45.6% | $2,177+244.0% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |