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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 | $53,001 | $81,537-35.0% | $149,721-64.6% | $69,631-23.9% |
| Participation rate | 88.1% | 86.1%+2.0pp | 87.1%+1.0pp | 70.7%+17.4pp |
| Annual return | 2.17% | 22.79%-20.6pp | 1501.67%-1499.5pp | 27571.02%-27568.9pp |
| Employer contribution / active EE | $6,386 | $3,239+97.1% | $5,444+17.3% | $2,032+214.2% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $26 | $107-75.6% | $11,282-99.8% | $110-76.4% |