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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 | $51,080 | $88,515-42.3% | $162,177-68.5% | $67,579-24.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 6.38% | 27.04%-20.7pp | 115.60%-109.2pp | 378.56%-372.2pp |
| Employer contribution / active EE | $3,747 | $3,563+5.2% | $5,613-33.2% | $2,148+74.4% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |