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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 | $29,569-53.6% | $56,077-75.5% | $77,714-82.3% |
| Participation rate | 100.0% | 32.6%+67.4pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 1.25% | 18.90%-17.6pp | 1709.28%-1708.0pp | 31.26%-30.0pp |
| Employer contribution / active EE | $1,802 | $569+216.9% | $1,040+73.2% | $2,727-33.9% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,954-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $1,042-100.0% | $2,825-100.0% | $433-100.0% |