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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 | $159,434 | $101,653+56.8% | $147,080+8.4% | $74,459+114.1% |
| Participation rate | 86.3% | 75.6%+10.7pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 12.51% | 8754.98%-8742.5pp | 420.17%-407.7pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $4,112 | $3,813+7.8% | $4,933-16.7% | $2,626+56.6% |
| Participant deferral / active EE | $8,906 | $7,304+21.9% | $8,066+10.4% | $4,350+104.8% |
| Admin fee / account holder | $155 | $1,752-91.2% | $12,989-98.8% | $1,945-92.0% |