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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 | $53,625 | $98,776-45.7% | $149,745-64.2% | $79,856-32.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 10.64% | 27.38%-16.7pp | 276.72%-266.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $14,717 | $3,217+357.4% | $4,646+216.8% | $2,471+495.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |