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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 | $57,967 | $121,341-52.2% | $189,520-69.4% | $79,393-27.0% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.8%+11.3pp | 70.7%+28.4pp |
| Annual return | 4.18% | 21.08%-16.9pp | 555.25%-551.1pp | 116.87%-112.7pp |
| Employer contribution / active EE | $1,750 | $3,915-55.3% | $6,161-71.6% | $2,428-27.9% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,046-100.0% | $627-100.0% |