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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 | $227,605 | $93,182+144.3% | $146,647+55.2% | $79,389+186.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | -0.71% | 21.61%-22.3pp | 22.75%-23.5pp | 116.89%-117.6pp |
| Employer contribution / active EE | $15,357 | $2,420+534.7% | $4,137+271.2% | $2,428+532.5% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |