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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 | $78,483-21.4% | $106,201-41.9% | $74,546-17.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 3.59% | 15.94%-12.4pp | 116.26%-112.7pp | 1366.03%-1362.4pp |
| Employer contribution / active EE | $926 | $2,522-63.3% | $3,170-70.8% | $2,624-64.7% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |