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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 | $142,548 | $88,137+61.7% | $164,975-13.6% | $74,429+91.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 5.04% | 17.13%-12.1pp | 70.12%-65.1pp | 1368.38%-1363.3pp |
| Employer contribution / active EE | $3,705 | $2,597+42.6% | $4,343-14.7% | $2,625+41.1% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |