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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 | $22,344 | $95,406-76.6% | $185,849-88.0% | $85,847-74.0% |
| Participation rate | 97.5% | 68.8%+28.7pp | 81.7%+15.8pp | 69.3%+28.2pp |
| Annual return | 4.13% | 23.59%-19.5pp | 122.10%-118.0pp | 318.61%-314.5pp |
| Employer contribution / active EE | $2,608 | $3,314-21.3% | $5,169-49.5% | $2,565+1.6% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |