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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 | $67,389 | $122,219-44.9% | $147,096-54.2% | $199,921-66.3% |
| Participation rate | 95.4% | 78.3%+17.1pp | 82.2%+13.2pp | 72.0%+23.4pp |
| Annual return | 11.71% | 30.59%-18.9pp | 419.75%-408.0pp | 34.28%-22.6pp |
| Employer contribution / active EE | $4,234 | $4,096+3.4% | $4,936-14.2% | $3,035+39.5% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $7 | $179-96.2% | $13,005-99.9% | $269-97.5% |