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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 | $52,333 | $55,402-5.5% | $76,089-31.2% | $77,714-32.7% |
| Participation rate | 99.1% | 63.6%+35.5pp | 69.1%+30.0pp | 70.6%+28.5pp |
| Annual return | 0.72% | 17.09%-16.4pp | 360.94%-360.2pp | 31.26%-30.5pp |
| Employer contribution / active EE | $4,220 | $1,789+135.8% | $2,690+56.9% | $2,727+54.8% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $410-99.9% | $6,418-100.0% | $433-99.9% |