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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 | $63,158 | $111,491-43.4% | $189,520-66.7% | $86,813-27.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 5.13% | 83.50%-78.4pp | 555.25%-550.1pp | 97.93%-92.8pp |
| Employer contribution / active EE | $4,127 | $3,951+4.5% | $6,161-33.0% | $2,406+71.6% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,046-100.0% | $170-100.0% |