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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 | $91,746 | $106,164-13.6% | $147,041-37.6% | $77,692+18.1% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 4.79% | 56.81%-52.0pp | 419.21%-414.4pp | 31.25%-26.5pp |
| Employer contribution / active EE | $4,640 | $4,066+14.1% | $4,935-6.0% | $2,726+70.2% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |