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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 | $66,111 | $104,336-36.6% | $159,455-58.5% | $86,813-23.8% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.8%+15.7pp | 72.3%+26.2pp |
| Annual return | 5.28% | 26.32%-21.0pp | 263.63%-258.3pp | 97.93%-92.6pp |
| Employer contribution / active EE | $10,595 | $3,451+207.0% | $4,830+119.4% | $2,406+340.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,800-100.0% | $170-100.0% |