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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 | $88,575 | $99,957-11.4% | $149,730-40.8% | $73,493+20.5% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 11.47% | 53.87%-42.4pp | 276.70%-265.2pp | 28.51%-17.0pp |
| Employer contribution / active EE | $10,203 | $3,191+219.7% | $4,645+119.6% | $2,270+349.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |