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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 | $48,496 | $106,264-54.4% | $147,117-67.0% | $77,762-37.6% |
| Participation rate | 89.5% | 78.4%+11.1pp | 82.2%+7.3pp | 70.6%+18.9pp |
| Annual return | 3.06% | 56.94%-53.9pp | 420.54%-417.5pp | 31.27%-28.2pp |
| Employer contribution / active EE | $1,380 | $4,074-66.1% | $4,932-72.0% | $2,728-49.4% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |