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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 | $12,573 | $41,647-69.8% | $96,161-86.9% | $86,813-85.5% |
| Participation rate | 83.5% | 50.3%+33.2pp | 68.4%+15.0pp | 72.3%+11.2pp |
| Annual return | 10.48% | 27.24%-16.8pp | 192.01%-181.5pp | 97.93%-87.4pp |
| Employer contribution / active EE | $310 | $1,328-76.7% | $2,798-88.9% | $2,406-87.1% |
| Participant deferral / active EE | $1,461 | $2,412-39.4% | $4,349-66.4% | $4,131-64.6% |
| Admin fee / account holder | $22 | $169-86.8% | $5,538-99.6% | $170-86.8% |