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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 | $182,333 | $53,165+243.0% | $86,235+111.4% | $74,473+144.8% |
| Participation rate | 99.5% | 64.9%+34.7pp | 69.0%+30.5pp | 70.7%+28.8pp |
| Annual return | 13.05% | 22.64%-9.6pp | 1170.03%-1157.0pp | 34.36%-21.3pp |
| Employer contribution / active EE | $11,248 | $1,210+829.7% | $2,381+372.4% | $2,638+326.3% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,856-100.0% | $347-100.0% |