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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 | $53,255 | $54,717-2.7% | $86,216-38.2% | $71,511-25.5% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 3.09% | 20.07%-17.0pp | 1169.42%-1166.3pp | 28.86%-25.8pp |
| Employer contribution / active EE | $9,873 | $1,267+679.3% | $2,382+314.6% | $2,589+281.3% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |