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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 | $122,051-57.7% | $184,185-72.0% | $74,400-30.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 4.84% | 19.91%-15.1pp | 28.81%-24.0pp | 1367.51%-1362.7pp |
| Employer contribution / active EE | $3,716 | $4,539-18.1% | $6,426-42.2% | $2,624+41.6% |
| Participant deferral / active EE | $0 | $7,146-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,258-100.0% | $13,909-100.0% | $1,944-100.0% |