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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 | $85,068 | $76,696+10.9% | $96,538-11.9% | $71,529+18.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 8.97% | 48.32%-39.4pp | 35.74%-26.8pp | 28.97%-20.0pp |
| Employer contribution / active EE | $2,405 | $3,032-20.7% | $3,740-35.7% | $2,590-7.1% |
| 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% | $6,737-100.0% | $1,588-100.0% |