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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 | $225,768 | $80,731+179.7% | $103,374+118.4% | $74,546+202.9% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | -0.11% | 27.56%-27.7pp | 24.89%-25.0pp | 1366.03%-1366.1pp |
| Employer contribution / active EE | $28,783 | $3,158+811.5% | $3,869+643.9% | $2,624+996.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |