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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 | $67,788 | $89,652-24.4% | $141,197-52.0% | $65,186+4.0% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.5%+15.7pp | 70.2%+28.0pp |
| Annual return | 15.77% | 32.79%-17.0pp | 71.41%-55.6pp | 29.39%-13.6pp |
| Employer contribution / active EE | $2,175 | $3,065-29.0% | $4,736-54.1% | $2,177-0.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |