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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 | $122,128-44.8% | $147,117-54.2% | $200,096-66.3% |
| Participation rate | 95.4% | 78.2%+17.2pp | 82.2%+13.2pp | 72.0%+23.4pp |
| Annual return | 11.71% | 30.58%-18.9pp | 420.54%-408.8pp | 34.26%-22.6pp |
| Employer contribution / active EE | $4,234 | $4,093+3.5% | $4,932-14.2% | $3,038+39.4% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $7 | $180-96.2% | $12,993-99.9% | $269-97.5% |