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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 | $41,151-0.3% | $80,648-49.1% | $71,529-42.6% |
| Participation rate | 79.5% | 50.2%+29.2pp | 67.0%+12.5pp | 67.9%+11.5pp |
| Annual return | 13.84% | 38.49%-24.7pp | 937.21%-923.4pp | 28.97%-15.1pp |
| Employer contribution / active EE | $2,259 | $1,513+49.3% | $2,724-17.0% | $2,590-12.8% |
| Participant deferral / active EE | $3,040 | $2,700+12.6% | $4,443-31.6% | $4,291-29.2% |
| Admin fee / account holder | $6 | $1,842-99.7% | $5,382-99.9% | $1,588-99.6% |