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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 | $55,446+98.5% | $155,574-29.3% | $74,429+47.8% |
| Participation rate | 97.9% | 61.9%+36.0pp | 78.2%+19.7pp | 67.2%+30.7pp |
| Annual return | 6.96% | 269.20%-262.2pp | 64.87%-57.9pp | 1368.38%-1361.4pp |
| Employer contribution / active EE | $13,277 | $2,266+485.9% | $4,676+184.0% | $2,625+405.8% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |