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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 | $115,887 | $88,122+31.5% | $141,197-17.9% | $67,582+71.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 15.14% | 75.40%-60.3pp | 71.41%-56.3pp | 378.57%-363.4pp |
| Employer contribution / active EE | $10,511 | $3,224+226.0% | $4,736+121.9% | $2,148+389.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-99.7% | $10,265-100.0% | $142-99.8% |