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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 | $102,422+9.7% | $147,117-23.6% | $80,959+38.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 2.98% | 135.16%-132.2pp | 420.54%-417.6pp | 35.67%-32.7pp |
| Employer contribution / active EE | $13,856 | $3,717+272.7% | $4,932+180.9% | $2,757+402.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |