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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 | $74,657 | $106,247-29.7% | $147,096-49.2% | $77,714-3.9% |
| Participation rate | 87.2% | 78.4%+8.8pp | 82.2%+5.1pp | 70.6%+16.6pp |
| Annual return | 3.12% | 56.87%-53.8pp | 419.75%-416.6pp | 31.26%-28.1pp |
| Employer contribution / active EE | $3,597 | $4,069-11.6% | $4,936-27.1% | $2,727+31.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |