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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 | $33,024 | $95,383-65.4% | $185,837-82.2% | $85,856-61.5% |
| Participation rate | 94.2% | 68.8%+25.5pp | 81.7%+12.5pp | 69.3%+24.9pp |
| Annual return | 10.25% | 23.59%-13.3pp | 122.08%-111.8pp | 318.58%-308.3pp |
| Employer contribution / active EE | $1,635 | $3,313-50.6% | $5,168-68.4% | $2,565-36.3% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |