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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 | $63,771 | $107,415-40.6% | $135,998-53.1% | $80,187-20.5% |
| Participation rate | 95.4% | 78.0%+17.4pp | 81.9%+13.5pp | 72.9%+22.5pp |
| Annual return | 14.05% | 91.99%-77.9pp | 68.37%-54.3pp | 40.40%-26.3pp |
| Employer contribution / active EE | $3,917 | $3,878+1.0% | $4,860-19.4% | $2,980+31.5% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $6 | $127-94.9% | $10,769-99.9% | $145-95.6% |