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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 | $30,208 | $78,339-61.4% | $85,705-64.8% | $93,010-67.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 11.03% | 21.17%-10.1pp | 21.49%-10.5pp | 158.70%-147.7pp |
| Employer contribution / active EE | $336 | $2,560-86.9% | $2,619-87.2% | $2,705-87.6% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,924-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $6,877-100.0% | $152-100.0% |