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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 | $50,840 | $92,186-44.9% | $105,624-51.9% | $77,762-34.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 5.88% | 17.83%-12.0pp | 116.20%-110.3pp | 31.27%-25.4pp |
| Employer contribution / active EE | $2,300 | $3,376-31.9% | $3,168-27.4% | $2,728-15.7% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $219-99.6% | $10,961-100.0% | $433-99.8% |