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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 | $88,087+61.8% | $164,866-13.5% | $74,546+91.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 5.04% | 17.27%-12.2pp | 69.97%-64.9pp | 1366.03%-1361.0pp |
| Employer contribution / active EE | $3,705 | $2,595+42.7% | $4,343-14.7% | $2,624+41.2% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |