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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 | $62,298 | $69,383-10.2% | $101,275-38.5% | $73,497-15.2% |
| Participation rate | 96.6% | 68.4%+28.2pp | 75.8%+20.8pp | 70.7%+25.9pp |
| Annual return | 8.85% | 18.46%-9.6pp | 46.48%-37.6pp | 28.51%-19.7pp |
| Employer contribution / active EE | $4,764 | $2,628+81.3% | $3,660+30.2% | $2,270+109.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |