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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 | $71,194 | $106,247-33.0% | $147,096-51.6% | $77,714-8.4% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 5.29% | 56.87%-51.6pp | 419.75%-414.5pp | 31.26%-26.0pp |
| Employer contribution / active EE | $5,995 | $4,069+47.3% | $4,936+21.4% | $2,727+119.8% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |