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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 | $66,753 | $107,415-37.9% | $135,998-50.9% | $80,187-16.8% |
| Participation rate | 85.3% | 78.0%+7.2pp | 81.9%+3.3pp | 72.9%+12.3pp |
| Annual return | 13.90% | 91.99%-78.1pp | 68.37%-54.5pp | 40.40%-26.5pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $3,174 | $8,189-61.2% | $7,761-59.1% | $5,016-36.7% |
| Admin fee / account holder | $9 | $127-93.2% | $10,769-99.9% | $145-94.0% |