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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 | $186,631 | $88,203+111.6% | $165,100+13.0% | $74,478+150.6% |
| Participation rate | 98.5% | 73.1%+25.4pp | 78.6%+19.9pp | 67.2%+31.3pp |
| Annual return | 8.02% | 17.13%-9.1pp | 70.21%-62.2pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $17,051 | $2,601+555.6% | $4,348+292.2% | $2,626+549.3% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |