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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 | $65,336 | $43,133+51.5% | $89,435-26.9% | $73,497-11.1% |
| Participation rate | 88.2% | 55.0%+33.2pp | 68.0%+20.2pp | 70.7%+17.5pp |
| Annual return | 1.17% | 135.66%-134.5pp | 245.55%-244.4pp | 28.51%-27.3pp |
| Employer contribution / active EE | $5,069 | $1,438+252.6% | $2,587+95.9% | $2,270+123.3% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,884-100.0% | $513-100.0% |