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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 | $89,079 | $62,409+42.7% | $120,524-26.1% | $74,429+19.7% |
| Participation rate | 99.0% | 56.8%+42.3pp | 71.9%+27.1pp | 67.2%+31.8pp |
| Annual return | 8.66% | 18.62%-10.0pp | 107.36%-98.7pp | 1368.38%-1359.7pp |
| Employer contribution / active EE | $8,513 | $1,847+361.0% | $3,469+145.4% | $2,625+224.3% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,994-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,394-100.0% | $9,440-100.0% | $1,944-100.0% |