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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 | $45,717 | $111,491-59.0% | $189,545-75.9% | $86,821-47.3% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.8%+11.4pp | 72.3%+26.9pp |
| Annual return | 9.85% | 83.50%-73.7pp | 555.36%-545.5pp | 97.94%-88.1pp |
| Employer contribution / active EE | $2,101 | $3,951-46.8% | $6,162-65.9% | $2,406-12.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,049-100.0% | $170-100.0% |