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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 | $202,311 | $71,666+182.3% | $117,861+71.7% | $69,634+190.5% |
| Participation rate | 99.5% | 77.5%+22.0pp | 79.7%+19.9pp | 70.7%+28.9pp |
| Annual return | 12.12% | 18.86%-6.7pp | 335.11%-323.0pp | 27572.26%-27560.1pp |
| Employer contribution / active EE | $3,032 | $1,889+60.5% | $3,786-19.9% | $2,032+49.2% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |