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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 | $22,995 | $55,636-58.7% | $81,982-72.0% | $73,497-68.7% |
| Participation rate | 93.2% | 62.3%+30.9pp | 69.3%+23.9pp | 70.7%+22.5pp |
| Annual return | 3.07% | 19.07%-16.0pp | 41.31%-38.2pp | 28.51%-25.4pp |
| Employer contribution / active EE | $915 | $1,625-43.7% | $2,498-63.4% | $2,270-59.7% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |