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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 | $54,419 | $58,888-7.6% | $178,498-69.5% | $73,493-26.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 7.27% | 24.86%-17.6pp | 151.09%-143.8pp | 28.51%-21.2pp |
| Employer contribution / active EE | $5,906 | $2,236+164.1% | $5,011+17.8% | $2,270+160.1% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $24 | $400-93.9% | $13,985-99.8% | $513-95.2% |