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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 | $106,110-32.9% | $147,005-51.6% | $77,671-8.3% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 5.29% | 56.77%-51.5pp | 418.76%-413.5pp | 31.21%-25.9pp |
| Employer contribution / active EE | $5,995 | $4,065+47.5% | $4,934+21.5% | $2,726+119.9% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |