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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 | $33,508 | $91,439-63.4% | $135,974-75.4% | $71,511-53.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.31% | 29.90%-13.6pp | 68.30%-52.0pp | 28.86%-12.5pp |
| Employer contribution / active EE | $4,202 | $3,705+13.4% | $4,859-13.5% | $2,589+62.3% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |