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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 | $78,562+158.1% | $105,608+92.0% | $74,429+172.4% |
| Participation rate | 78.8% | 72.8%+6.0pp | 75.3%+3.5pp | 67.2%+11.6pp |
| Annual return | 7.63% | 15.94%-8.3pp | 116.50%-108.9pp | 1368.38%-1360.8pp |
| Employer contribution / active EE | $1,267 | $2,521-49.8% | $3,167-60.0% | $2,625-51.7% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |