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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 | $88,203+61.6% | $165,100-13.7% | $74,478+91.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 5.04% | 17.13%-12.1pp | 70.21%-65.2pp | 1370.56%-1365.5pp |
| Employer contribution / active EE | $3,705 | $2,601+42.4% | $4,348-14.8% | $2,626+41.1% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |