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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 | $58,923+15.8% | $97,167-29.8% | $74,546-8.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 2.14% | 16.04%-13.9pp | 75.27%-73.1pp | 1366.03%-1363.9pp |
| Employer contribution / active EE | $10,841 | $1,894+472.4% | $2,729+297.2% | $2,624+313.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,650-100.0% | $1,944-100.0% |