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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 | $55,437-72.1% | $155,534-90.0% | $74,459-79.2% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 8.81% | 269.58%-260.8pp | 64.92%-56.1pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $1,521 | $2,266-32.9% | $4,675-67.5% | $2,626-42.1% |
| Participant deferral / active EE | $1,987 | $2,837-30.0% | $5,630-64.7% | $4,350-54.3% |
| Admin fee / account holder | $2 | $1,742-99.9% | $15,900-100.0% | $1,945-99.9% |