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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 | $53,441 | $81,537-34.5% | $149,716-64.3% | $69,631-23.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 6.95% | 22.79%-15.8pp | 1501.67%-1494.7pp | 27571.02%-27564.1pp |
| Employer contribution / active EE | $1,690 | $3,239-47.8% | $5,444-69.0% | $2,032-16.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |