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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 | $133,313 | $69,159+92.8% | $125,195+6.5% | $67,582+97.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 8.58% | 27.12%-18.5pp | 43.79%-35.2pp | 378.57%-370.0pp |
| Employer contribution / active EE | $7,723 | $2,023+281.7% | $3,866+99.8% | $2,148+259.6% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $14 | $142-89.9% | $9,704-99.9% | $142-89.9% |