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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 | $34,777 | $101,499-65.7% | $147,005-76.3% | $74,546-53.3% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 10.56% | 8732.34%-8721.8pp | 418.76%-408.2pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $4,575 | $3,811+20.1% | $4,934-7.3% | $2,624+74.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |