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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 | $78,483+158.3% | $106,201+90.9% | $74,546+172.0% |
| Participation rate | 78.8% | 72.8%+6.0pp | 75.3%+3.5pp | 67.2%+11.6pp |
| Annual return | 7.63% | 15.94%-8.3pp | 116.26%-108.6pp | 1366.03%-1358.4pp |
| Employer contribution / active EE | $1,267 | $2,522-49.8% | $3,170-60.0% | $2,624-51.7% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |