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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 | $101,539+57.0% | $147,041+8.4% | $74,400+114.3% |
| Participation rate | 86.3% | 75.5%+10.7pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 12.51% | 8740.84%-8728.3pp | 419.21%-406.7pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $4,112 | $3,811+7.9% | $4,935-16.7% | $2,624+56.7% |
| Participant deferral / active EE | $8,906 | $7,304+21.9% | $8,071+10.3% | $4,348+104.8% |
| Admin fee / account holder | $155 | $1,749-91.1% | $13,006-98.8% | $1,944-92.0% |