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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 | $111,284 | $66,124+68.3% | $90,461+23.0% | $73,497+51.4% |
| Participation rate | 96.0% | 69.7%+26.4pp | 72.7%+23.3pp | 70.7%+25.4pp |
| Annual return | 3.45% | 17.65%-14.2pp | 1294.76%-1291.3pp | 28.51%-25.1pp |
| Employer contribution / active EE | $666 | $2,346-71.6% | $3,264-79.6% | $2,270-70.7% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |