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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 | $33,978 | $65,072-47.8% | $66,439-48.9% | $65,306-48.0% |
| Participation rate | 77.0% | 69.1%+7.9pp | 74.5%+2.5pp | 57.7%+19.3pp |
| Annual return | 7.27% | 21.50%-14.2pp | 757.66%-750.4pp | 21.94%-14.7pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,199 | $3,234-1.1% | $3,876-17.5% | $2,959+8.1% |
| Admin fee / account holder | $0 | $1,323-100.0% | $6,173-100.0% | $3,480-100.0% |