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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 | $23,612 | $52,188-54.8% | $86,640-72.7% | $74,460-68.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 11.35% | 44.46%-33.1pp | 592.52%-581.2pp | 34.38%-23.0pp |
| Employer contribution / active EE | $1,100 | $2,282-51.8% | $3,024-63.6% | $2,638-58.3% |
| Participant deferral / active EE | $1,447 | $3,383-57.2% | $4,438-67.4% | $4,530-68.1% |
| Admin fee / account holder | $7 | $319-97.7% | $5,616-99.9% | $348-97.9% |