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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 | $59,859 | $69,305-13.6% | $82,312-27.3% | $69,631-14.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 1.67% | 21.47%-19.8pp | 25.88%-24.2pp | 27571.02%-27569.4pp |
| Employer contribution / active EE | $6,565 | $1,887+248.0% | $2,428+170.4% | $2,032+223.1% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |