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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 | $31,819 | $99,957-68.2% | $149,745-78.8% | $73,497-56.7% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 4.55% | 53.87%-49.3pp | 276.72%-272.2pp | 28.51%-24.0pp |
| Employer contribution / active EE | $7,779 | $3,191+143.8% | $4,646+67.5% | $2,270+242.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |