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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 | $15,482 | $55,446-72.1% | $155,574-90.0% | $74,429-79.2% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 8.81% | 269.20%-260.4pp | 64.87%-56.1pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $1,521 | $2,266-32.9% | $4,676-67.5% | $2,625-42.0% |
| Participant deferral / active EE | $1,987 | $2,836-29.9% | $5,629-64.7% | $4,348-54.3% |
| Admin fee / account holder | $2 | $1,743-99.9% | $15,914-100.0% | $1,944-99.9% |