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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 | $53,160 | $80,753-34.2% | $136,298-61.0% | $62,293-14.7% |
| Participation rate | 96.6% | 73.5%+23.0pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 9.61% | 35.83%-26.2pp | 5156.27%-5146.7pp | 28.90%-19.3pp |
| Employer contribution / active EE | $7,703 | $2,884+167.1% | $4,696+64.0% | $2,042+277.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $125 | $525-76.1% | $9,244-98.6% | $479-73.8% |