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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 | $67,647 | $56,540+19.6% | $185,851-63.6% | $86,821-22.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 2.31% | 118.20%-115.9pp | 122.11%-119.8pp | 97.94%-95.6pp |
| Employer contribution / active EE | $1,534 | $1,844-16.8% | $5,168-70.3% | $2,406-36.2% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,245-100.0% | $170-100.0% |