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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 | $140,085 | $185,342-24.4% | $111,306+25.9% | $86,821+61.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 9.76% | 500.80%-491.0pp | 54.67%-44.9pp | 97.94%-88.2pp |
| Employer contribution / active EE | $4,481 | $2,246+99.5% | $2,732+64.0% | $2,406+86.3% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |