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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 | $60,393-60.5% | $81,820-70.8% | $74,429-67.9% |
| Participation rate | 97.7% | 62.9%+34.8pp | 72.4%+25.3pp | 67.2%+30.5pp |
| Annual return | 9.59% | 16.89%-7.3pp | 777.93%-768.3pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $610 | $2,626-76.8% | $2,915-79.1% | $2,625-76.8% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $1,491-100.0% | $7,391-100.0% | $1,944-100.0% |