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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 | $98,587 | $55,472+77.7% | $155,567-36.6% | $74,546+32.2% |
| Participation rate | 94.6% | 61.9%+32.7pp | 78.2%+16.4pp | 67.2%+27.4pp |
| Annual return | 10.07% | 268.72%-258.6pp | 64.74%-54.7pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $4,048 | $2,269+78.4% | $4,674-13.4% | $2,624+54.3% |
| Participant deferral / active EE | $5,062 | $2,838+78.4% | $5,628-10.1% | $4,347+16.4% |
| Admin fee / account holder | $46 | $1,743-97.4% | $15,916-99.7% | $1,944-97.6% |