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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 | $88,203+34.1% | $165,100-28.4% | $74,478+58.8% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 3.69% | 17.13%-13.4pp | 70.21%-66.5pp | 1370.56%-1366.9pp |
| Employer contribution / active EE | $8,258 | $2,601+217.5% | $4,348+89.9% | $2,626+214.4% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $8 | $2,235-99.6% | $12,696-99.9% | $1,946-99.6% |