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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 | $248,447 | $79,223+213.6% | $102,460+142.5% | $74,478+233.6% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.3pp |
| Annual return | 8.32% | 54.98%-46.7pp | 29.47%-21.2pp | 1370.56%-1362.2pp |
| Employer contribution / active EE | $3,385 | $2,363+43.3% | $3,025+11.9% | $2,626+28.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $2,003-99.8% | $9,460-100.0% | $1,946-99.8% |