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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 | $69,531 | $100,801-31.0% | $149,745-53.6% | $73,412-5.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 1.62% | 265.34%-263.7pp | 276.72%-275.1pp | 59.30%-57.7pp |
| Employer contribution / active EE | $3,992 | $3,312+20.5% | $4,646-14.1% | $2,234+78.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |