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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 | $241,270 | $71,192+238.9% | $117,861+104.7% | $62,293+287.3% |
| Participation rate | 98.6% | 74.2%+24.3pp | 79.7%+18.9pp | 69.5%+29.0pp |
| Annual return | 8.63% | 18.66%-10.0pp | 335.11%-326.5pp | 28.90%-20.3pp |
| Employer contribution / active EE | $19,189 | $1,934+892.3% | $3,786+406.8% | $2,042+839.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $9 | $587-98.4% | $8,021-99.9% | $479-98.1% |