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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 | $50,890 | $44,626+14.0% | $86,209-41.0% | $80,149-36.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 69.0%+31.0pp | 72.9%+27.1pp |
| Annual return | 7.74% | 19.61%-11.9pp | 1169.05%-1161.3pp | 40.39%-32.6pp |
| Employer contribution / active EE | $3,572 | $1,099+225.0% | $2,381+50.0% | $2,977+20.0% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,986-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $133-100.0% | $6,853-100.0% | $145-100.0% |