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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 | $43,024 | $58,895-26.9% | $178,503-75.9% | $73,497-41.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 5.58% | 24.86%-19.3pp | 151.12%-145.5pp | 28.51%-22.9pp |
| Employer contribution / active EE | $2,548 | $2,236+14.0% | $5,011-49.2% | $2,270+12.2% |
| 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% |