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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 | $119,410 | $90,107+32.5% | $182,262-34.5% | $69,733+71.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 84.2%+15.8pp | 62.5%+37.5pp |
| Annual return | 2.53% | 95.58%-93.0pp | 140.60%-138.1pp | 15.22%-12.7pp |
| Employer contribution / active EE | $6,559 | $3,043+115.6% | $5,046+30.0% | $2,250+191.5% |
| Participant deferral / active EE | $0 | $5,135-100.0% | $8,276-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,377-100.0% | $16,712-100.0% | $3,102-100.0% |