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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 | $94,631 | $78,636+20.3% | $105,607-10.4% | $74,459+27.1% |
| Participation rate | 98.5% | 72.8%+25.7pp | 75.3%+23.2pp | 67.2%+31.3pp |
| Annual return | 2.75% | 15.96%-13.2pp | 116.11%-113.4pp | 1369.70%-1367.0pp |
| Employer contribution / active EE | $16,688 | $2,523+561.4% | $3,167+426.9% | $2,626+535.5% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,958-100.0% | $1,945-100.0% |