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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 | $63,975 | $122,239-47.7% | $184,200-65.3% | $74,546-14.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.65% | 19.95%-9.3pp | 28.80%-18.1pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $5,986 | $4,537+31.9% | $6,424-6.8% | $2,624+128.1% |
| Participant deferral / active EE | $4,042 | $7,139-43.4% | $9,132-55.7% | $4,347-7.0% |
| Admin fee / account holder | $194 | $1,260-84.6% | $13,907-98.6% | $1,944-90.0% |