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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 | $88,203-58.9% | $165,100-78.0% | $74,478-51.3% |
| Participation rate | 99.4% | 73.1%+26.3pp | 78.6%+20.8pp | 67.2%+32.2pp |
| Annual return | 2.28% | 17.13%-14.9pp | 70.21%-67.9pp | 1370.56%-1368.3pp |
| Employer contribution / active EE | $4,216 | $2,601+62.1% | $4,348-3.0% | $2,626+60.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $68 | $2,235-97.0% | $12,696-99.5% | $1,946-96.5% |