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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 | $52,092 | $93,182-44.1% | $146,643-64.5% | $79,391-34.4% |
| Participation rate | 98.3% | 76.4%+21.8pp | 80.1%+18.2pp | 70.7%+27.6pp |
| Annual return | 7.24% | 21.61%-14.4pp | 22.75%-15.5pp | 116.88%-109.6pp |
| Employer contribution / active EE | $3,776 | $2,420+56.1% | $4,137-8.7% | $2,428+55.5% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $627-100.0% |