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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 | $83,888 | $104,336-19.6% | $159,487-47.4% | $86,821-3.4% |
| Participation rate | 97.0% | 77.7%+19.2pp | 82.8%+14.1pp | 72.3%+24.7pp |
| Annual return | 12.16% | 26.32%-14.2pp | 263.71%-251.5pp | 97.94%-85.8pp |
| Employer contribution / active EE | $2,078 | $3,451-39.8% | $4,831-57.0% | $2,406-13.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |