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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 | $29,699 | $80,753-63.2% | $136,298-78.2% | $62,293-52.3% |
| Participation rate | 98.5% | 73.5%+24.9pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 15.18% | 35.83%-20.6pp | 5156.27%-5141.1pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,579 | $2,884-10.6% | $4,696-45.1% | $2,042+26.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |