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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 | $55,446+77.8% | $155,574-36.6% | $74,429+32.5% |
| Participation rate | 94.6% | 61.9%+32.7pp | 78.2%+16.4pp | 67.2%+27.4pp |
| Annual return | 10.07% | 269.20%-259.1pp | 64.87%-54.8pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $4,048 | $2,266+78.7% | $4,676-13.4% | $2,625+54.2% |
| Participant deferral / active EE | $5,062 | $2,836+78.5% | $5,629-10.1% | $4,348+16.4% |
| Admin fee / account holder | $46 | $1,743-97.4% | $15,914-99.7% | $1,944-97.6% |