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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 | $88,087+111.9% | $164,866+13.2% | $74,546+150.4% |
| Participation rate | 98.5% | 73.1%+25.5pp | 78.6%+19.9pp | 67.2%+31.3pp |
| Annual return | 8.02% | 17.27%-9.2pp | 69.97%-61.9pp | 1366.03%-1358.0pp |
| Employer contribution / active EE | $17,051 | $2,595+557.0% | $4,343+292.6% | $2,624+549.7% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |