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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 | $40,846 | $44,059-7.3% | $71,671-43.0% | $69,631-41.3% |
| Participation rate | 99.4% | 60.8%+38.6pp | 68.7%+30.6pp | 70.7%+28.7pp |
| Annual return | 10.87% | 21.97%-11.1pp | 20.65%-9.8pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $3,685 | $1,305+182.4% | $2,460+49.8% | $2,032+81.3% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $5,558-100.0% | $110-100.0% |