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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 | $106,215 | $65,364+62.5% | $92,909+14.3% | $72,975+45.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 1.01% | 42.11%-41.1pp | 109.44%-108.4pp | 81.01%-80.0pp |
| Employer contribution / active EE | $13,333 | $2,594+413.9% | $3,653+265.0% | $2,440+446.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |