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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 | $65,084-52.8% | $67,681-54.6% | $64,340-52.2% |
| Participation rate | 99.4% | 66.7%+32.7pp | 73.7%+25.7pp | 55.2%+44.2pp |
| Annual return | 9.94% | 20.50%-10.6pp | 590.58%-580.6pp | 24.14%-14.2pp |
| Employer contribution / active EE | $3,748 | $2,398+56.3% | $2,678+39.9% | $1,862+101.3% |
| Participant deferral / active EE | $3,650 | $3,210+13.7% | $3,976-8.2% | $2,980+22.5% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |