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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 | $79,427 | $101,672-21.9% | $147,117-46.0% | $74,478+6.6% |
| Participation rate | 98.3% | 75.5%+22.8pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 4.76% | 8757.83%-8753.1pp | 420.54%-415.8pp | 1370.56%-1365.8pp |
| Employer contribution / active EE | $4,859 | $3,813+27.4% | $4,932-1.5% | $2,626+85.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |