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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 | $49,820 | $80,354-38.0% | $133,975-62.8% | $63,975-22.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 1.59% | 13.11%-11.5pp | 29.29%-27.7pp | 48.65%-47.1pp |
| Employer contribution / active EE | $3,379 | $3,503-3.5% | $5,211-35.2% | $2,182+54.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |