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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 | $159,632 | $71,666+122.7% | $117,861+35.4% | $69,631+129.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 8.58% | 18.86%-10.3pp | 335.11%-326.5pp | 27571.02%-27562.4pp |
| Employer contribution / active EE | $12,557 | $1,889+564.8% | $3,786+231.6% | $2,032+517.9% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |