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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 | $53,991 | $65,555-17.6% | $86,216-37.4% | $75,173-28.2% |
| Participation rate | 96.8% | 60.5%+36.4pp | 69.0%+27.9pp | 67.2%+29.6pp |
| Annual return | 6.99% | 46.07%-39.1pp | 1169.42%-1162.4pp | 160.72%-153.7pp |
| Employer contribution / active EE | $1,324 | $1,553-14.8% | $2,382-44.4% | $2,671-50.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |