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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 | $35,534 | $59,456-40.2% | $93,669-62.1% | $74,429-52.3% |
| Participation rate | 75.3% | 59.6%+15.6pp | 68.7%+6.5pp | 67.2%+8.0pp |
| Annual return | 6.27% | 82.00%-75.7pp | 133.59%-127.3pp | 1368.38%-1362.1pp |
| Employer contribution / active EE | $1,063 | $1,266-16.1% | $2,424-56.2% | $2,625-59.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |