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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 | $57,195 | $47,456+20.5% | $172,753-66.9% | $77,775-26.5% |
| Participation rate | 85.5% | 66.3%+19.2pp | 82.6%+2.8pp | 73.2%+12.2pp |
| Annual return | 0.41% | 35.57%-35.2pp | 803.00%-802.6pp | 32.58%-32.2pp |
| Employer contribution / active EE | $5,136 | $1,574+226.3% | $5,144-0.2% | $2,504+105.1% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $13,956-100.0% | $100-100.0% |