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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 | $40,619 | $76,112-46.6% | $96,534-57.9% | $71,511-43.2% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.6pp |
| Annual return | 6.39% | 22.81%-16.4pp | 25.88%-19.5pp | 28.86%-22.5pp |
| Employer contribution / active EE | $4,975 | $2,248+121.3% | $2,965+67.8% | $2,589+92.2% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |