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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 | $64,059 | $53,837+19.0% | $75,714-15.4% | $85,847-25.4% |
| Participation rate | 78.8% | 69.1%+9.8pp | 74.8%+4.0pp | 69.3%+9.5pp |
| Annual return | 12.12% | 24.54%-12.4pp | 104.62%-92.5pp | 318.61%-306.5pp |
| Employer contribution / active EE | $1,845 | $2,017-8.6% | $2,744-32.8% | $2,565-28.1% |
| Participant deferral / active EE | $2,496 | $2,895-13.8% | $3,820-34.7% | $3,952-36.9% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |