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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 | $112,382 | $102,382+9.8% | $147,005-23.6% | $80,874+39.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 2.98% | 134.89%-131.9pp | 418.76%-415.8pp | 35.62%-32.6pp |
| Employer contribution / active EE | $13,856 | $3,715+273.0% | $4,934+180.8% | $2,756+402.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |