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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 | $118,287 | $88,087+34.3% | $164,866-28.3% | $74,546+58.7% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 3.69% | 17.27%-13.6pp | 69.97%-66.3pp | 1366.03%-1362.3pp |
| Employer contribution / active EE | $8,258 | $2,595+218.2% | $4,343+90.2% | $2,624+214.7% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $8 | $2,232-99.6% | $12,689-99.9% | $1,944-99.6% |