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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 | $68,853 | $122,259-43.7% | $147,041-53.2% | $199,874-65.6% |
| Participation rate | 84.6% | 78.3%+6.3pp | 82.2%+2.4pp | 72.0%+12.6pp |
| Annual return | 11.59% | 30.58%-19.0pp | 419.21%-407.6pp | 34.28%-22.7pp |
| Employer contribution / active EE | $0 | $4,097-100.0% | $4,935-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $3,565 | $8,504-58.1% | $8,071-55.8% | $5,090-30.0% |
| Admin fee / account holder | $5 | $179-97.3% | $13,006-100.0% | $269-98.2% |