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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 | $68,227 | $59,006+15.6% | $97,295-29.9% | $74,478-8.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 2.14% | 16.04%-13.9pp | 75.62%-73.5pp | 1370.56%-1368.4pp |
| Employer contribution / active EE | $10,841 | $1,894+472.4% | $2,723+298.1% | $2,626+312.8% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,264-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,646-100.0% | $1,946-100.0% |