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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 | $46,170 | $66,124-30.2% | $90,461-49.0% | $73,497-37.2% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 4.64% | 17.65%-13.0pp | 1294.76%-1290.1pp | 28.51%-23.9pp |
| Employer contribution / active EE | $4,667 | $2,346+98.9% | $3,264+43.0% | $2,270+105.6% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $244 | $396-38.4% | $5,617-95.7% | $513-52.5% |