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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 | $24,746 | $65,960-62.5% | $81,844-69.8% | $77,736-68.2% |
| Participation rate | 97.7% | 65.8%+31.9pp | 72.4%+25.3pp | 70.6%+27.1pp |
| Annual return | 10.56% | 26.64%-16.1pp | 778.87%-768.3pp | 31.26%-20.7pp |
| Employer contribution / active EE | $1,534 | $2,375-35.4% | $2,916-47.4% | $2,728-43.7% |
| Participant deferral / active EE | $3,528 | $3,505+0.6% | $4,323-18.4% | $4,651-24.1% |
| Admin fee / account holder | $74 | $526-86.0% | $7,355-99.0% | $433-83.0% |