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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 | $58,756 | $71,534-17.9% | $98,462-40.3% | $71,529-17.9% |
| Participation rate | 99.3% | 72.7%+26.6pp | 75.2%+24.1pp | 67.9%+31.4pp |
| Annual return | 10.58% | 32.44%-21.9pp | 21.17%-10.6pp | 28.97%-18.4pp |
| Employer contribution / active EE | $683 | $2,399-71.5% | $3,049-77.6% | $2,590-73.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |