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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 | $79,169-49.9% | $100,415-60.5% | $74,478-46.8% |
| Participation rate | 95.3% | 79.4%+15.9pp | 81.5%+13.8pp | 67.2%+28.1pp |
| Annual return | 10.94% | 20.51%-9.6pp | 49.47%-38.5pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $2,629 | $3,017-12.9% | $3,943-33.3% | $2,626+0.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,337-100.0% | $7,906-100.0% | $1,946-100.0% |