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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 | $41,046 | $41,113-0.2% | $80,589-49.1% | $71,476-42.6% |
| Participation rate | 79.5% | 50.2%+29.2pp | 67.0%+12.5pp | 67.9%+11.5pp |
| Annual return | 13.84% | 38.48%-24.6pp | 935.83%-922.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,259 | $1,508+49.8% | $2,724-17.1% | $2,589-12.7% |
| Participant deferral / active EE | $3,040 | $2,701+12.5% | $4,449-31.7% | $4,290-29.1% |
| Admin fee / account holder | $6 | $1,843-99.7% | $5,379-99.9% | $1,587-99.6% |