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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 | $51,246 | $104,479-51.0% | $159,474-67.9% | $79,391-35.5% |
| Participation rate | 95.0% | 76.6%+18.4pp | 82.8%+12.2pp | 70.7%+24.3pp |
| Annual return | 11.38% | 67.98%-56.6pp | 263.68%-252.3pp | 116.88%-105.5pp |
| Employer contribution / active EE | $2,625 | $3,417-23.2% | $4,831-45.7% | $2,428+8.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $711-99.8% | $10,802-100.0% | $627-99.7% |