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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 | $58,864 | $53,128+10.8% | $86,582-32.0% | $70,126-16.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 0.23% | 27.66%-27.4pp | 965.08%-964.9pp | 73.15%-72.9pp |
| Employer contribution / active EE | $9,267 | $2,068+348.1% | $2,839+226.3% | $2,343+295.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |