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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 | $27,079 | $49,897-45.7% | $80,648-66.4% | $75,177-64.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 13.17% | 34.68%-21.5pp | 937.21%-924.0pp | 160.75%-147.6pp |
| Employer contribution / active EE | $3,396 | $1,699+99.9% | $2,724+24.7% | $2,671+27.1% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9 | $3,579-99.7% | $5,382-99.8% | $5,651-99.8% |