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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 | $59,375 | $86,298-31.2% | $111,308-46.7% | $85,847-30.8% |
| Participation rate | 98.3% | 73.3%+25.0pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | 8.25% | 19.99%-11.7pp | 54.67%-46.4pp | 318.61%-310.4pp |
| Employer contribution / active EE | $1,064 | $2,044-47.9% | $2,732-61.0% | $2,565-58.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |