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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 | $243,716 | $80,731+201.9% | $103,378+135.8% | $74,400+227.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.37% | 27.56%-18.2pp | 24.91%-15.5pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $9,270 | $3,159+193.4% | $3,870+139.5% | $2,624+253.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $2,369-99.8% | $8,401-99.9% | $1,944-99.8% |