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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 | $106,110-54.3% | $147,005-67.0% | $77,671-37.6% |
| Participation rate | 89.5% | 78.4%+11.1pp | 82.2%+7.3pp | 70.6%+18.9pp |
| Annual return | 3.06% | 56.77%-53.7pp | 418.76%-415.7pp | 31.21%-28.2pp |
| Employer contribution / active EE | $1,380 | $4,065-66.0% | $4,934-72.0% | $2,726-49.4% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |