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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 | $146,201 | $88,122+65.9% | $141,200+3.5% | $67,584+116.3% |
| Participation rate | 99.0% | 76.5%+22.5pp | 82.5%+16.5pp | 71.3%+27.7pp |
| Annual return | 13.69% | 75.40%-61.7pp | 71.41%-57.7pp | 378.59%-364.9pp |
| Employer contribution / active EE | $5,102 | $3,224+58.2% | $4,736+7.7% | $2,148+137.5% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |