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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 | $130,656 | $100,801+29.6% | $149,751-12.8% | $73,415+78.0% |
| Participation rate | 99.1% | 77.7%+21.4pp | 82.5%+16.6pp | 72.2%+26.9pp |
| Annual return | 6.22% | 265.34%-259.1pp | 276.71%-270.5pp | 59.30%-53.1pp |
| Employer contribution / active EE | $4,242 | $3,312+28.1% | $4,646-8.7% | $2,234+89.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |