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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 | $133,247 | $104,497+27.5% | $159,487-16.5% | $79,389+67.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 11.76% | 67.98%-56.2pp | 263.71%-252.0pp | 116.89%-105.1pp |
| Employer contribution / active EE | $8,881 | $3,418+159.8% | $4,831+83.8% | $2,428+265.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4 | $711-99.4% | $10,804-100.0% | $626-99.3% |