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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 | $59,467+40.4% | $93,727-10.9% | $74,478+12.1% |
| Participation rate | 91.1% | 59.6%+31.5pp | 68.7%+22.4pp | 67.2%+23.9pp |
| Annual return | 4.49% | 82.14%-77.6pp | 133.83%-129.3pp | 1370.56%-1366.1pp |
| Employer contribution / active EE | $2,980 | $1,267+135.3% | $2,421+23.1% | $2,626+13.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $10 | $3,028-99.7% | $8,292-99.9% | $1,946-99.5% |