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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 | $106,230-29.7% | $147,080-49.2% | $77,736-4.0% |
| Participation rate | 87.2% | 78.4%+8.8pp | 82.2%+5.0pp | 70.6%+16.6pp |
| Annual return | 3.12% | 56.91%-53.8pp | 420.17%-417.1pp | 31.26%-28.1pp |
| Employer contribution / active EE | $3,597 | $4,072-11.7% | $4,933-27.1% | $2,728+31.9% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |