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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 | $29,103 | $80,731-64.0% | $103,378-71.8% | $74,400-60.9% |
| Participation rate | 99.4% | 65.7%+33.7pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 6.08% | 27.56%-21.5pp | 24.91%-18.8pp | 1367.51%-1361.4pp |
| Employer contribution / active EE | $2,260 | $3,159-28.5% | $3,870-41.6% | $2,624-13.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,401-100.0% | $1,944-100.0% |