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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 | $35,601 | $70,917-49.8% | $98,920-64.0% | $73,497-51.6% |
| Participation rate | 98.5% | 73.8%+24.7pp | 76.0%+22.4pp | 70.7%+27.8pp |
| Annual return | 8.96% | 34.18%-25.2pp | 196.47%-187.5pp | 28.51%-19.6pp |
| Employer contribution / active EE | $1,440 | $2,037-29.3% | $2,689-46.4% | $2,270-36.5% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-99.9% | $6,643-100.0% | $513-99.9% |