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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 | $36,900 | $75,183-50.9% | $123,894-70.2% | $55,167-33.1% |
| Participation rate | 98.3% | 72.8%+25.4pp | 81.4%+16.8pp | 69.0%+29.3pp |
| Annual return | 0.80% | 19.01%-18.2pp | 47.52%-46.7pp | 169.23%-168.4pp |
| Employer contribution / active EE | $4,484 | $2,823+58.8% | $4,617-2.9% | $1,963+128.5% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-99.9% |