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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 | $52,167 | $104,336-50.0% | $159,474-67.3% | $86,821-39.9% |
| Participation rate | 83.9% | 77.7%+6.2pp | 82.8%+1.1pp | 72.3%+11.6pp |
| Annual return | 10.48% | 26.32%-15.8pp | 263.68%-253.2pp | 97.94%-87.5pp |
| Employer contribution / active EE | $1,980 | $3,451-42.6% | $4,831-59.0% | $2,406-17.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |