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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 | $202,751 | $78,607+157.9% | $105,624+92.0% | $74,478+172.2% |
| Participation rate | 78.8% | 72.8%+6.0pp | 75.3%+3.5pp | 67.2%+11.6pp |
| Annual return | 7.63% | 15.96%-8.3pp | 116.20%-108.6pp | 1370.56%-1362.9pp |
| Employer contribution / active EE | $1,267 | $2,523-49.8% | $3,168-60.0% | $2,626-51.8% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |