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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 | $52,369 | $85,766-38.9% | $136,298-61.6% | $70,126-25.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.96% | 31.46%-30.5pp | 5156.27%-5155.3pp | 73.15%-72.2pp |
| Employer contribution / active EE | $5,618 | $2,966+89.4% | $4,696+19.6% | $2,343+139.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |