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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 | $38,653 | $43,133-10.4% | $89,435-56.8% | $73,497-47.4% |
| Participation rate | 81.5% | 55.0%+26.6pp | 68.0%+13.6pp | 70.7%+10.9pp |
| Annual return | 9.85% | 135.66%-125.8pp | 245.55%-235.7pp | 28.51%-18.7pp |
| Employer contribution / active EE | $1,692 | $1,438+17.7% | $2,587-34.6% | $2,270-25.5% |
| Participant deferral / active EE | $2,870 | $2,445+17.4% | $3,890-26.2% | $3,740-23.3% |
| Admin fee / account holder | $0 | $444-100.0% | $4,884-100.0% | $513-100.0% |