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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 | $94,171 | $99,957-5.8% | $149,730-37.1% | $73,493+28.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 4.66% | 53.87%-49.2pp | 276.70%-272.0pp | 28.51%-23.9pp |
| Employer contribution / active EE | $8,877 | $3,191+178.2% | $4,645+91.1% | $2,270+291.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9 | $551-98.5% | $9,310-99.9% | $513-98.3% |