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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 | $107,086 | $66,650+60.7% | $92,915+15.3% | $67,582+58.5% |
| Participation rate | 84.1% | 72.5%+11.6pp | 76.0%+8.1pp | 71.3%+12.8pp |
| Annual return | 4.50% | 92.64%-88.1pp | 109.45%-104.9pp | 378.57%-374.1pp |
| Employer contribution / active EE | $4,461 | $2,777+60.7% | $3,653+22.1% | $2,148+107.7% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |