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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 | $50,449 | $71,534-29.5% | $98,462-48.8% | $71,529-29.5% |
| Participation rate | 97.2% | 72.7%+24.5pp | 75.2%+22.0pp | 67.9%+29.3pp |
| Annual return | 0.00% | 32.44%-32.4pp | 21.17%-21.2pp | 28.97%-29.0pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |