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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 | $204,858 | $58,726+248.8% | $92,240+122.1% | $62,293+228.9% |
| Participation rate | 97.7% | 68.3%+29.3pp | 76.5%+21.2pp | 69.5%+28.2pp |
| Annual return | 12.54% | 43.62%-31.1pp | 176.29%-163.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $11,574 | $2,392+383.9% | $3,680+214.5% | $2,042+466.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-99.9% | $5,194-100.0% | $479-99.9% |