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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 | $31,201 | $104,497-70.1% | $159,487-80.4% | $79,389-60.7% |
| Participation rate | 98.2% | 76.6%+21.6pp | 82.8%+15.4pp | 70.7%+27.5pp |
| Annual return | 3.92% | 67.98%-64.1pp | 263.71%-259.8pp | 116.89%-113.0pp |
| Employer contribution / active EE | $1,555 | $3,418-54.5% | $4,831-67.8% | $2,428-36.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |