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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 | $46,613 | $92,224-49.5% | $105,223-55.7% | $79,634-41.5% |
| Participation rate | 99.8% | 69.2%+30.7pp | 75.0%+24.8pp | 62.5%+37.3pp |
| Annual return | 8.66% | 88.65%-80.0pp | 180.65%-172.0pp | 36.46%-27.8pp |
| Employer contribution / active EE | $3,979 | $3,965+0.4% | $3,689+7.9% | $2,529+57.3% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $7 | $1,121-99.4% | $8,859-99.9% | $1,002-99.3% |