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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 | $48,348 | $84,784-43.0% | $98,462-50.9% | $74,473-35.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 4.42% | 20.59%-16.2pp | 21.17%-16.8pp | 34.36%-29.9pp |
| Employer contribution / active EE | $1,800 | $3,364-46.5% | $3,049-40.9% | $2,638-31.8% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |