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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 | $83,519 | $59,402+40.6% | $93,654-10.8% | $74,546+12.0% |
| Participation rate | 91.1% | 59.7%+31.5pp | 68.7%+22.4pp | 67.2%+23.9pp |
| Annual return | 4.49% | 81.86%-77.4pp | 133.34%-128.9pp | 1366.03%-1361.5pp |
| Employer contribution / active EE | $2,980 | $1,265+135.6% | $2,421+23.1% | $2,624+13.5% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $10 | $3,023-99.7% | $8,282-99.9% | $1,944-99.5% |