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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 | $23,867 | $60,261-60.4% | $81,783-70.8% | $74,546-68.0% |
| Participation rate | 97.7% | 62.9%+34.8pp | 72.4%+25.3pp | 67.2%+30.5pp |
| Annual return | 9.59% | 16.88%-7.3pp | 775.05%-765.5pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $610 | $2,622-76.7% | $2,913-79.0% | $2,624-76.7% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $1,482-100.0% | $7,380-100.0% | $1,944-100.0% |