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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 | $53,290 | $92,186-42.2% | $105,624-49.5% | $77,762-31.5% |
| Participation rate | 98.9% | 81.0%+17.9pp | 75.3%+23.7pp | 70.6%+28.4pp |
| Annual return | 5.54% | 17.83%-12.3pp | 116.20%-110.7pp | 31.27%-25.7pp |
| Employer contribution / active EE | $4,454 | $3,376+31.9% | $3,168+40.6% | $2,728+63.3% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,961-100.0% | $433-100.0% |