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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 | $80,781+179.5% | $102,437+120.4% | $74,478+203.1% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.0pp |
| Annual return | -0.11% | 27.58%-27.7pp | 24.95%-25.1pp | 1370.56%-1370.7pp |
| Employer contribution / active EE | $28,783 | $3,160+810.8% | $3,871+643.6% | $2,626+996.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |