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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 | $83,031 | $106,247-21.9% | $147,096-43.6% | $77,714+6.8% |
| Participation rate | 93.7% | 78.4%+15.3pp | 82.2%+11.5pp | 70.6%+23.1pp |
| Annual return | 9.63% | 56.87%-47.2pp | 419.75%-410.1pp | 31.26%-21.6pp |
| Employer contribution / active EE | $3,656 | $4,069-10.2% | $4,936-25.9% | $2,727+34.1% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |