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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 | $44,127 | $56,431-21.8% | $130,788-66.3% | $87,485-49.6% |
| Participation rate | 94.3% | 58.9%+35.4pp | 70.1%+24.2pp | 68.9%+25.4pp |
| Annual return | 11.49% | 91.27%-79.8pp | 386.44%-375.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $3,685 | $1,549+137.9% | $3,558+3.6% | $2,596+41.9% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $124 | $4,433-97.2% | $6,673-98.1% | $7,775-98.4% |