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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 | $39,655 | $79,045-49.8% | $100,378-60.5% | $74,429-46.7% |
| Participation rate | 95.3% | 79.4%+15.9pp | 81.5%+13.8pp | 67.2%+28.1pp |
| Annual return | 10.94% | 20.61%-9.7pp | 49.41%-38.5pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $2,629 | $3,015-12.8% | $3,942-33.3% | $2,625+0.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,087-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $7,899-100.0% | $1,944-100.0% |