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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 | $66,221 | $53,165+24.6% | $86,216-23.2% | $74,460-11.1% |
| Participation rate | 98.3% | 64.9%+33.5pp | 69.0%+29.4pp | 70.7%+27.6pp |
| Annual return | 0.28% | 22.64%-22.4pp | 1169.42%-1169.1pp | 34.38%-34.1pp |
| Employer contribution / active EE | $6,964 | $1,210+475.6% | $2,382+192.4% | $2,638+164.0% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,986-100.0% | $4,530-100.0% |
| Admin fee / account holder | $21 | $551-96.3% | $6,853-99.7% | $348-94.1% |