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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 | $73,532-8.0% | $178,505-62.1% | $74,478-9.2% |
| Participation rate | 99.1% | 66.6%+32.5pp | 77.1%+22.0pp | 67.2%+31.9pp |
| Annual return | 4.75% | 17.49%-12.7pp | 27.16%-22.4pp | 1370.56%-1365.8pp |
| Employer contribution / active EE | $3,958 | $2,221+78.2% | $3,955+0.1% | $2,626+50.7% |
| Participant deferral / active EE | $0 | $4,519-100.0% | $6,280-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,813-100.0% | $10,428-100.0% | $1,946-100.0% |