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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 | $51,633 | $122,239-57.8% | $184,200-72.0% | $74,546-30.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 4.84% | 19.95%-15.1pp | 28.80%-24.0pp | 1366.03%-1361.2pp |
| Employer contribution / active EE | $3,716 | $4,537-18.1% | $6,424-42.1% | $2,624+41.6% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |