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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 | $122,063-47.6% | $184,256-65.3% | $74,478-14.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.65% | 19.92%-9.3pp | 28.85%-18.2pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $5,986 | $4,539+31.9% | $6,427-6.9% | $2,626+127.9% |
| Participant deferral / active EE | $4,042 | $7,144-43.4% | $9,133-55.7% | $4,350-7.1% |
| Admin fee / account holder | $194 | $1,253-84.5% | $13,899-98.6% | $1,946-90.0% |