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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 | $69,325 | $104,336-33.6% | $159,487-56.5% | $86,821-20.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 0.55% | 26.32%-25.8pp | 263.71%-263.2pp | 97.94%-97.4pp |
| Employer contribution / active EE | $4,027 | $3,451+16.7% | $4,831-16.7% | $2,406+67.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |