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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 | $58,180 | $185,342-68.6% | $111,308-47.7% | $86,821-33.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 7.69% | 500.80%-493.1pp | 54.67%-47.0pp | 97.94%-90.2pp |
| Employer contribution / active EE | $2,043 | $2,246-9.0% | $2,732-25.2% | $2,406-15.1% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,965-100.0% | $170-100.0% |