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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 | $66,659 | $111,491-40.2% | $189,545-64.8% | $86,821-23.2% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.8%+11.9pp | 72.3%+27.4pp |
| Annual return | 11.82% | 83.50%-71.7pp | 555.36%-543.5pp | 97.94%-86.1pp |
| Employer contribution / active EE | $4,927 | $3,951+24.7% | $6,162-20.0% | $2,406+104.8% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,049-100.0% | $170-100.0% |