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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 | $78,657 | $52,626+49.5% | $98,508-20.2% | $93,010-15.4% |
| Participation rate | 99.0% | 65.3%+33.7pp | 73.3%+25.6pp | 73.9%+25.1pp |
| Annual return | 0.70% | 16.95%-16.2pp | 1495.22%-1494.5pp | 158.70%-158.0pp |
| Employer contribution / active EE | $5,038 | $1,894+166.0% | $2,961+70.2% | $2,705+86.2% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $5,956-100.0% | $152-100.0% |