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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 | $109,254 | $54,717+99.7% | $86,216+26.7% | $71,511+52.8% |
| Participation rate | 97.2% | 60.1%+37.1pp | 69.0%+28.3pp | 67.9%+29.3pp |
| Annual return | 11.94% | 20.07%-8.1pp | 1169.42%-1157.5pp | 28.86%-16.9pp |
| Employer contribution / active EE | $10,556 | $1,267+733.2% | $2,382+343.2% | $2,589+307.7% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $11 | $1,922-99.4% | $6,853-99.8% | $1,588-99.3% |