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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 | $197,796 | $80,781+144.9% | $102,437+93.1% | $74,478+165.6% |
| Participation rate | 95.9% | 65.7%+30.2pp | 74.5%+21.4pp | 67.2%+28.6pp |
| Annual return | 11.15% | 27.58%-16.4pp | 24.95%-13.8pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $23,671 | $3,160+649.1% | $3,871+511.5% | $2,626+801.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |