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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 | $60,822 | $52,960+14.8% | $86,640-29.8% | $80,157-24.1% |
| Participation rate | 98.6% | 62.4%+36.2pp | 71.7%+26.9pp | 72.9%+25.7pp |
| Annual return | 10.35% | 24.84%-14.5pp | 592.52%-582.2pp | 40.39%-30.0pp |
| Employer contribution / active EE | $8,352 | $2,138+290.6% | $3,024+176.2% | $2,977+180.5% |
| Participant deferral / active EE | $0 | $3,226-100.0% | $4,438-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $5,616-100.0% | $145-100.0% |