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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 | $80,763+179.5% | $102,412+120.5% | $74,459+203.2% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.0pp |
| Annual return | -0.11% | 27.57%-27.7pp | 24.94%-25.0pp | 1369.70%-1369.8pp |
| Employer contribution / active EE | $28,783 | $3,160+810.9% | $3,870+643.8% | $2,626+996.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |