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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 | $46,420 | $122,219-62.0% | $147,096-68.4% | $199,921-76.8% |
| Participation rate | 85.1% | 78.3%+6.8pp | 82.2%+2.9pp | 72.0%+13.1pp |
| Annual return | 10.34% | 30.59%-20.3pp | 419.75%-409.4pp | 34.28%-23.9pp |
| Employer contribution / active EE | $5,560 | $4,096+35.7% | $4,936+12.6% | $3,035+83.2% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $13,005-100.0% | $269-100.0% |