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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 | $33,951 | $66,124-48.7% | $90,440-62.5% | $73,493-53.8% |
| Participation rate | 72.4% | 69.7%+2.7pp | 72.7%-0.3pp | 70.7%+1.7pp |
| Annual return | 3.60% | 17.65%-14.1pp | 1294.38%-1290.8pp | 28.51%-24.9pp |
| Employer contribution / active EE | $5,374 | $2,346+129.1% | $3,263+64.7% | $2,270+136.8% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $80 | $396-79.9% | $5,615-98.6% | $513-84.4% |