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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 | $36,550 | $77,901-53.1% | $149,717-75.6% | $75,181-51.4% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 3.07% | 31.73%-28.7pp | 134.41%-131.3pp | 160.69%-157.6pp |
| Employer contribution / active EE | $3,471 | $3,137+10.6% | $4,820-28.0% | $2,671+30.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |