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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 | $50,434 | $54,237-7.0% | $90,324-44.2% | $67,582-25.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 2.85% | 37.27%-34.4pp | 78.15%-75.3pp | 378.57%-375.7pp |
| Employer contribution / active EE | $2,518 | $1,846+36.4% | $2,856-11.8% | $2,148+17.3% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $96 | $123-22.1% | $5,356-98.2% | $142-32.5% |