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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 | $38,831 | $76,696-49.4% | $96,515-59.8% | $71,511-45.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 0.09% | 48.32%-48.2pp | 35.73%-35.6pp | 28.86%-28.8pp |
| Employer contribution / active EE | $7,892 | $3,032+160.3% | $3,740+111.0% | $2,589+204.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |