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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 | $70,186 | $155,795-54.9% | $136,298-48.5% | $69,631+0.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.11% | 232464.33%-232451.2pp | 5156.27%-5143.2pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $10,127 | $2,991+238.6% | $4,696+115.7% | $2,032+398.3% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |