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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 | $30,737 | $64,705-52.5% | $62,929-51.2% | $67,986-54.8% |
| Participation rate | 99.4% | 65.6%+33.8pp | 73.1%+26.3pp | 57.2%+42.2pp |
| Annual return | 9.94% | 20.31%-10.4pp | 1063.93%-1054.0pp | 31.67%-21.7pp |
| Employer contribution / active EE | $3,748 | $2,376+57.8% | $2,505+49.6% | $2,019+85.7% |
| Participant deferral / active EE | $3,650 | $3,198+14.1% | $3,888-6.1% | $3,358+8.7% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |