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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 | $93,455 | $58,895+58.7% | $178,503-47.6% | $73,497+27.2% |
| Participation rate | 97.4% | 66.2%+31.1pp | 81.9%+15.4pp | 70.7%+26.7pp |
| Annual return | 2.22% | 24.86%-22.6pp | 151.12%-148.9pp | 28.51%-26.3pp |
| Employer contribution / active EE | $8,622 | $2,236+285.6% | $5,011+72.1% | $2,270+279.8% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |