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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 | $67,594-54.5% | $77,361-60.3% | $69,733-55.9% |
| Participation rate | 99.4% | 71.7%+27.7pp | 75.0%+24.5pp | 62.5%+37.0pp |
| Annual return | 9.94% | 19.20%-9.3pp | 1011.54%-1001.6pp | 15.22%-5.3pp |
| Employer contribution / active EE | $3,748 | $2,649+41.5% | $2,990+25.3% | $2,250+66.6% |
| Participant deferral / active EE | $3,650 | $3,401+7.3% | $3,911-6.7% | $3,054+19.5% |
| Admin fee / account holder | $0 | $1,159-100.0% | $5,894-100.0% | $3,102-100.0% |