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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 | $28,731 | $55,437-48.2% | $155,534-81.5% | $74,459-61.4% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 9.93% | 269.58%-259.7pp | 64.92%-55.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $2,956 | $2,266+30.5% | $4,675-36.8% | $2,626+12.6% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $105 | $1,742-94.0% | $15,900-99.3% | $1,945-94.6% |