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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 | $47,178 | $79,223-40.4% | $102,460-54.0% | $74,478-36.7% |
| Participation rate | 88.8% | 74.8%+14.1pp | 76.5%+12.3pp | 67.2%+21.6pp |
| Annual return | 3.95% | 54.98%-51.0pp | 29.47%-25.5pp | 1370.56%-1366.6pp |
| Employer contribution / active EE | $3,846 | $2,363+62.8% | $3,025+27.1% | $2,626+46.4% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |