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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 | $45,317 | $80,731-43.9% | $103,374-56.2% | $74,546-39.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.72% | 27.56%-17.8pp | 24.89%-15.2pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $5,658 | $3,158+79.2% | $3,869+46.2% | $2,624+115.6% |
| Participant deferral / active EE | $3,855 | $3,860-0.1% | $5,058-23.8% | $4,347-11.3% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |