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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 | $66,154 | $99,957-33.8% | $149,745-55.8% | $73,497-10.0% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.5%+14.9pp | 70.7%+26.7pp |
| Annual return | 11.77% | 53.87%-42.1pp | 276.72%-265.0pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,509 | $3,191-21.4% | $4,646-46.0% | $2,270+10.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |