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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 | $188,055 | $79,209+137.4% | $102,434+83.6% | $74,459+152.6% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.0pp |
| Annual return | 4.99% | 54.98%-50.0pp | 29.46%-24.5pp | 1369.70%-1364.7pp |
| Employer contribution / active EE | $6,874 | $2,362+191.0% | $3,023+127.4% | $2,626+161.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8 | $2,002-99.6% | $9,462-99.9% | $1,945-99.6% |