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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 | $67,617 | $73,397-7.9% | $178,014-62.0% | $74,546-9.3% |
| Participation rate | 99.1% | 66.6%+32.5pp | 77.1%+22.0pp | 67.2%+31.9pp |
| Annual return | 4.75% | 17.49%-12.7pp | 294.80%-290.1pp | 1366.03%-1361.3pp |
| Employer contribution / active EE | $3,958 | $2,217+78.5% | $3,950+0.2% | $2,624+50.8% |
| Participant deferral / active EE | $0 | $4,512-100.0% | $6,276-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,809-100.0% | $10,362-100.0% | $1,944-100.0% |