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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 | $80,763-43.9% | $102,412-55.8% | $74,459-39.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.72% | 27.57%-17.9pp | 24.94%-15.2pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $5,658 | $3,160+79.1% | $3,870+46.2% | $2,626+115.5% |
| Participant deferral / active EE | $3,855 | $3,862-0.2% | $5,060-23.8% | $4,350-11.4% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |