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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 | $44,407 | $99,957-55.6% | $149,745-70.3% | $73,497-39.6% |
| Participation rate | 92.3% | 75.7%+16.6pp | 82.5%+9.8pp | 70.7%+21.6pp |
| Annual return | 6.91% | 53.87%-47.0pp | 276.72%-269.8pp | 28.51%-21.6pp |
| Employer contribution / active EE | $2,143 | $3,191-32.8% | $4,646-53.9% | $2,270-5.6% |
| 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% |