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 | $46,420 | $122,128-62.0% | $147,117-68.4% | $200,096-76.8% |
| Participation rate | 85.1% | 78.2%+6.9pp | 82.2%+2.9pp | 72.0%+13.0pp |
| Annual return | 10.34% | 30.58%-20.2pp | 420.54%-410.2pp | 34.26%-23.9pp |
| Employer contribution / active EE | $5,560 | $4,093+35.9% | $4,932+12.7% | $3,038+83.0% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $180-100.0% | $12,993-100.0% | $269-100.0% |