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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 | $122,219-43.7% | $147,096-53.2% | $199,921-65.6% |
| Participation rate | 84.6% | 78.3%+6.3pp | 82.2%+2.4pp | 72.0%+12.6pp |
| Annual return | 11.59% | 30.59%-19.0pp | 419.75%-408.2pp | 34.28%-22.7pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $3,565 | $8,503-58.1% | $8,071-55.8% | $5,089-29.9% |
| Admin fee / account holder | $5 | $179-97.3% | $13,005-100.0% | $269-98.2% |