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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 | $61,655 | $78,562-21.5% | $105,608-41.6% | $74,429-17.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 3.59% | 15.94%-12.4pp | 116.50%-112.9pp | 1368.38%-1364.8pp |
| Employer contribution / active EE | $926 | $2,521-63.3% | $3,167-70.8% | $2,625-64.7% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |