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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 | $41,125 | $71,192-42.2% | $117,861-65.1% | $62,293-34.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 1.90% | 18.66%-16.8pp | 335.11%-333.2pp | 28.90%-27.0pp |
| Employer contribution / active EE | $2,481 | $1,934+28.3% | $3,786-34.5% | $2,042+21.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $97 | $587-83.5% | $8,021-98.8% | $479-79.8% |