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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 | $64,442 | $70,917-9.1% | $98,920-34.9% | $73,497-12.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 10.42% | 34.18%-23.8pp | 196.47%-186.1pp | 28.51%-18.1pp |
| Employer contribution / active EE | $3,470 | $2,037+70.4% | $2,689+29.0% | $2,270+52.9% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |