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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 | $48,138 | $58,895-18.3% | $178,503-73.0% | $73,497-34.5% |
| Participation rate | 89.5% | 66.2%+23.3pp | 81.9%+7.6pp | 70.7%+18.9pp |
| Annual return | 0.70% | 24.86%-24.2pp | 151.12%-150.4pp | 28.51%-27.8pp |
| Employer contribution / active EE | $3,371 | $2,236+50.8% | $5,011-32.7% | $2,270+48.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |