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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 | $106,247-54.4% | $147,096-67.0% | $77,714-37.6% |
| Participation rate | 89.5% | 78.4%+11.1pp | 82.2%+7.3pp | 70.6%+18.9pp |
| Annual return | 3.06% | 56.87%-53.8pp | 419.75%-416.7pp | 31.26%-28.2pp |
| Employer contribution / active EE | $1,380 | $4,069-66.1% | $4,936-72.0% | $2,727-49.4% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |