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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 | $38,643 | $36,767+5.1% | $81,473-52.6% | $62,293-38.0% |
| Participation rate | 99.3% | 54.4%+44.8pp | 68.0%+31.3pp | 69.5%+29.8pp |
| Annual return | 8.31% | 173.80%-165.5pp | 38.78%-30.5pp | 28.90%-20.6pp |
| Employer contribution / active EE | $2,174 | $1,128+92.7% | $2,568-15.3% | $2,042+6.4% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $797-99.8% | $4,561-100.0% | $479-99.7% |