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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 | $40,176 | $104,336-61.5% | $159,487-74.8% | $86,821-53.7% |
| Participation rate | 99.8% | 77.7%+22.1pp | 82.8%+16.9pp | 72.3%+27.5pp |
| Annual return | 5.14% | 26.32%-21.2pp | 263.71%-258.6pp | 97.94%-92.8pp |
| Employer contribution / active EE | $2,356 | $3,451-31.7% | $4,831-51.2% | $2,406-2.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |