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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 | $30,815 | $77,908-60.4% | $149,696-79.4% | $75,173-59.0% |
| Participation rate | 96.5% | 65.6%+30.9pp | 78.8%+17.7pp | 67.2%+29.3pp |
| Annual return | 12.78% | 31.73%-18.9pp | 134.46%-121.7pp | 160.72%-147.9pp |
| Employer contribution / active EE | $1,720 | $3,138-45.2% | $4,821-64.3% | $2,671-35.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |