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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 | $60,220 | $86,225-30.2% | $146,647-58.9% | $86,821-30.6% |
| Participation rate | 94.9% | 78.0%+17.0pp | 80.1%+14.9pp | 72.3%+22.6pp |
| Annual return | 0.16% | 31.23%-31.1pp | 22.75%-22.6pp | 97.94%-97.8pp |
| Employer contribution / active EE | $31,572 | $2,392+1219.9% | $4,137+663.2% | $2,406+1212.2% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $195-99.5% | $10,281-100.0% | $170-99.4% |