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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 | $57,342 | $58,888-2.6% | $178,499-67.9% | $73,493-22.0% |
| Participation rate | 97.4% | 66.2%+31.2pp | 81.9%+15.5pp | 70.7%+26.8pp |
| Annual return | 7.38% | 24.86%-17.5pp | 151.10%-143.7pp | 28.51%-21.1pp |
| Employer contribution / active EE | $3,760 | $2,236+68.1% | $5,011-25.0% | $2,270+65.6% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5 | $400-98.7% | $13,986-100.0% | $513-98.9% |