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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 | $22,572 | $79,449-71.6% | $189,575-88.1% | $85,847-73.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 9.26% | 18.45%-9.2pp | 64.19%-54.9pp | 318.61%-309.4pp |
| Employer contribution / active EE | $2,147 | $2,081+3.2% | $4,412-51.3% | $2,565-16.3% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9 | $5,377-99.8% | $9,806-99.9% | $6,261-99.8% |