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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 | $35,813 | $101,523-64.7% | $141,200-74.6% | $77,775-54.0% |
| Participation rate | 99.7% | 77.4%+22.3pp | 82.5%+17.2pp | 73.2%+26.5pp |
| Annual return | 10.33% | 56.22%-45.9pp | 71.41%-61.1pp | 32.58%-22.2pp |
| Employer contribution / active EE | $3,248 | $3,341-2.8% | $4,736-31.4% | $2,504+29.7% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $8 | $92-91.8% | $10,265-99.9% | $100-92.5% |