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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 | $101,499+57.1% | $147,005+8.5% | $74,546+113.9% |
| Participation rate | 86.3% | 75.5%+10.7pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 12.51% | 8732.34%-8719.8pp | 418.76%-406.3pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $4,112 | $3,811+7.9% | $4,934-16.7% | $2,624+56.7% |
| Participant deferral / active EE | $8,906 | $7,304+21.9% | $8,070+10.4% | $4,347+104.9% |
| Admin fee / account holder | $155 | $1,748-91.1% | $13,006-98.8% | $1,944-92.0% |