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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 | $42,332 | $55,453-23.7% | $170,435-75.2% | $62,293-32.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 10.27% | 21.38%-11.1pp | 205.94%-195.7pp | 28.90%-18.6pp |
| Employer contribution / active EE | $4,316 | $2,164+99.5% | $5,432-20.6% | $2,042+111.3% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $25 | $455-94.5% | $13,881-99.8% | $479-94.8% |