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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 | $17,021 | $84,236-79.8% | $170,435-90.0% | $70,126-75.7% |
| Participation rate | 86.8% | 70.8%+16.0pp | 83.6%+3.2pp | 69.5%+17.3pp |
| Annual return | 2.42% | 23.06%-20.6pp | 205.94%-203.5pp | 73.15%-70.7pp |
| Employer contribution / active EE | $1,114 | $3,387-67.1% | $5,432-79.5% | $2,343-52.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |