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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 | $36,476 | $65,428-44.3% | $169,390-78.5% | $71,511-49.0% |
| Participation rate | 95.9% | 66.9%+29.0pp | 77.2%+18.7pp | 67.9%+28.0pp |
| Annual return | 13.01% | 21.35%-8.3pp | 406.07%-393.1pp | 28.86%-15.8pp |
| Employer contribution / active EE | $951 | $2,064-53.9% | $4,013-76.3% | $2,589-63.3% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $6,222-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,328-100.0% | $9,015-100.0% | $1,588-100.0% |