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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 | $69,286 | $105,210-34.1% | $159,487-56.6% | $85,851-19.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.8%+15.0pp | 69.3%+28.5pp |
| Annual return | 4.75% | 45.08%-40.3pp | 263.71%-259.0pp | 318.63%-313.9pp |
| Employer contribution / active EE | $7,065 | $3,319+112.9% | $4,831+46.2% | $2,565+175.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |