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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 | $36,263 | $88,087-58.8% | $164,866-78.0% | $74,546-51.4% |
| Participation rate | 99.4% | 73.1%+26.3pp | 78.6%+20.8pp | 67.2%+32.2pp |
| Annual return | 2.28% | 17.27%-15.0pp | 69.97%-67.7pp | 1366.03%-1363.8pp |
| Employer contribution / active EE | $4,216 | $2,595+62.4% | $4,343-2.9% | $2,624+60.6% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $68 | $2,232-97.0% | $12,689-99.5% | $1,944-96.5% |