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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 | $117,524 | $42,546+176.2% | $71,796+63.7% | $55,167+113.0% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 0.61% | 12.36%-11.8pp | 78.04%-77.4pp | 169.23%-168.6pp |
| Employer contribution / active EE | $6,061 | $803+654.4% | $1,924+214.9% | $1,963+208.8% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $13 | $650-98.0% | $4,815-99.7% | $504-97.5% |