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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 | $52,860 | $75,284-29.8% | $91,004-41.9% | $69,631-24.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 9.35% | 48.40%-39.0pp | 4.60%+4.8pp | 27571.02%-27561.7pp |
| Employer contribution / active EE | $6,065 | $2,473+145.3% | $2,456+147.0% | $2,032+198.4% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |