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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 | $213,862 | $101,653+110.4% | $147,080+45.4% | $74,459+187.2% |
| Participation rate | 98.3% | 75.6%+22.8pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 12.16% | 8754.98%-8742.8pp | 420.17%-408.0pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $4,764 | $3,813+24.9% | $4,933-3.4% | $2,626+81.4% |
| Participant deferral / active EE | $6,390 | $7,304-12.5% | $8,066-20.8% | $4,350+46.9% |
| Admin fee / account holder | $187 | $1,752-89.3% | $12,989-98.6% | $1,945-90.4% |