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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 | $92,076-44.8% | $105,607-51.9% | $77,736-34.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 5.88% | 17.84%-12.0pp | 116.11%-110.2pp | 31.26%-25.4pp |
| Employer contribution / active EE | $2,300 | $3,370-31.7% | $3,167-27.4% | $2,728-15.7% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,011-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $219-99.6% | $10,958-100.0% | $433-99.8% |