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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 | $62,393+42.8% | $120,580-26.1% | $74,478+19.6% |
| Participation rate | 99.0% | 56.8%+42.3pp | 72.0%+27.1pp | 67.2%+31.8pp |
| Annual return | 8.66% | 18.61%-9.9pp | 107.48%-98.8pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $8,513 | $1,845+361.5% | $3,469+145.4% | $2,626+224.1% |
| Participant deferral / active EE | $0 | $2,886-100.0% | $4,995-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,418-100.0% | $1,946-100.0% |