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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 | $37,225 | $99,957-62.8% | $149,745-75.1% | $73,497-49.4% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.1pp | 70.7%+25.9pp |
| Annual return | 7.06% | 53.87%-46.8pp | 276.72%-269.7pp | 28.51%-21.5pp |
| Employer contribution / active EE | $2,666 | $3,191-16.5% | $4,646-42.6% | $2,270+17.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |