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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 | $76,975 | $59,456+29.5% | $93,669-17.8% | $74,429+3.4% |
| Participation rate | 90.0% | 59.6%+30.4pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 5.07% | 82.00%-76.9pp | 133.59%-128.5pp | 1368.38%-1363.3pp |
| Employer contribution / active EE | $1,039 | $1,266-17.9% | $2,424-57.1% | $2,625-60.4% |
| Participant deferral / active EE | $2,340 | $3,052-23.3% | $4,416-47.0% | $4,348-46.2% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |