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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 | $79,181+137.5% | $102,423+83.6% | $74,429+152.7% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.0pp |
| Annual return | 4.99% | 54.97%-50.0pp | 29.42%-24.4pp | 1368.38%-1363.4pp |
| Employer contribution / active EE | $6,874 | $2,362+191.1% | $3,023+127.4% | $2,625+161.9% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $8 | $2,002-99.6% | $9,455-99.9% | $1,944-99.6% |