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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 | $29,246 | $55,446-47.3% | $155,574-81.2% | $74,429-60.7% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 9.30% | 269.20%-259.9pp | 64.87%-55.6pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $4,482 | $2,266+97.8% | $4,676-4.2% | $2,625+70.7% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $112 | $1,743-93.6% | $15,914-99.3% | $1,944-94.2% |