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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 | $164,839 | $101,499+62.4% | $147,005+12.1% | $74,546+121.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 7.72% | 8732.34%-8724.6pp | 418.76%-411.0pp | 1366.03%-1358.3pp |
| Employer contribution / active EE | $2,801 | $3,811-26.5% | $4,934-43.2% | $2,624+6.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |