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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 | $73,357 | $51,184+43.3% | $66,439+10.4% | $86,983-15.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.44% | 17.07%-6.6pp | 757.66%-747.2pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,800 | $2,023-11.0% | $2,637-31.7% | $2,584-30.3% |
| Participant deferral / active EE | $3,654 | $2,927+24.8% | $3,876-5.7% | $4,194-12.9% |
| Admin fee / account holder | $1 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |