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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 | $46,269 | $38,967+18.7% | $86,233-46.3% | $79,634-41.9% |
| Participation rate | 94.9% | 34.1%+60.8pp | 69.0%+25.8pp | 62.5%+32.4pp |
| Annual return | 9.74% | 49.90%-40.2pp | 61.39%-51.6pp | 36.46%-26.7pp |
| Employer contribution / active EE | $597 | $868-31.2% | $2,504-76.1% | $2,529-76.4% |
| Participant deferral / active EE | $0 | $1,663-100.0% | $4,559-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $2,660-100.0% | $8,342-100.0% | $1,002-100.0% |