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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 | $102,385+9.8% | $147,080-23.6% | $80,935+38.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 2.98% | 135.09%-132.1pp | 420.17%-417.2pp | 35.66%-32.7pp |
| Employer contribution / active EE | $13,856 | $3,717+272.8% | $4,933+180.9% | $2,757+402.6% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |