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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 | $45,416 | $71,192-36.2% | $117,861-61.5% | $62,293-27.1% |
| Participation rate | 97.2% | 74.2%+23.0pp | 79.7%+17.6pp | 69.5%+27.7pp |
| Annual return | 10.23% | 18.66%-8.4pp | 335.11%-324.9pp | 28.90%-18.7pp |
| Employer contribution / active EE | $2,814 | $1,934+45.5% | $3,786-25.7% | $2,042+37.8% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $10 | $587-98.2% | $8,021-99.9% | $479-97.8% |