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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 | $121,595 | $91,537+32.8% | $130,045-6.5% | $75,173+61.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.13% | -631.55%+642.7pp | -137.30%+148.4pp | 160.72%-149.6pp |
| Employer contribution / active EE | $7,959 | $2,845+179.8% | $4,321+84.2% | $2,671+198.0% |
| Participant deferral / active EE | $7,184 | $4,343+65.4% | $5,820+23.4% | $4,126+74.1% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |