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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 | $15,472 | $95,415-83.8% | $185,851-91.7% | $85,851-82.0% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+13.9pp | 69.3%+26.3pp |
| Annual return | 8.71% | 23.59%-14.9pp | 122.11%-113.4pp | 318.63%-309.9pp |
| Employer contribution / active EE | $1,272 | $3,314-61.6% | $5,168-75.4% | $2,565-50.4% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |