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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 | $60,454-60.5% | $81,844-70.8% | $74,459-67.9% |
| Participation rate | 97.7% | 63.0%+34.7pp | 72.4%+25.3pp | 67.2%+30.5pp |
| Annual return | 9.59% | 16.87%-7.3pp | 778.87%-769.3pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $610 | $2,630-76.8% | $2,916-79.1% | $2,626-76.8% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |