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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 | $40,566+14.1% | $96,754-52.2% | $64,728-28.5% |
| Participation rate | 94.9% | 24.8%+70.0pp | 70.3%+24.6pp | 57.9%+37.0pp |
| Annual return | 9.74% | 93.20%-83.5pp | 82.04%-72.3pp | 49.38%-39.6pp |
| Employer contribution / active EE | $597 | $808-26.0% | $2,679-77.7% | $2,243-73.4% |
| Participant deferral / active EE | $0 | $933-100.0% | $4,758-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $2,770-100.0% | $8,905-100.0% | $1,145-100.0% |