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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 | $186,325 | $69,159+169.4% | $125,195+48.8% | $67,582+175.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 4.93% | 27.12%-22.2pp | 43.79%-38.9pp | 378.57%-373.6pp |
| Employer contribution / active EE | $13,414 | $2,023+563.0% | $3,866+247.0% | $2,148+524.6% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,704-100.0% | $142-100.0% |