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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 | $13,729 | $29,507-53.5% | $56,025-75.5% | $77,762-82.3% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 1.25% | 18.90%-17.6pp | 1712.69%-1711.4pp | 31.27%-30.0pp |
| Employer contribution / active EE | $1,802 | $570+216.4% | $1,042+73.0% | $2,728-33.9% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,955-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $1,041-100.0% | $2,828-100.0% | $433-100.0% |