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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 | $52,324 | $104,336-49.9% | $159,450-67.2% | $86,810-39.7% |
| Participation rate | 90.0% | 77.7%+12.3pp | 82.8%+7.2pp | 72.3%+17.7pp |
| Annual return | 2.49% | 26.32%-23.8pp | 263.60%-261.1pp | 97.92%-95.4pp |
| Employer contribution / active EE | $5,544 | $3,451+60.6% | $4,830+14.8% | $2,405+130.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,800-100.0% | $170-100.0% |