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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 | $58,757 | $83,884-30.0% | $64,101-8.3% | $74,460-21.1% |
| Participation rate | 97.2% | 76.6%+20.5pp | 72.3%+24.9pp | 70.7%+26.4pp |
| Annual return | 8.25% | 16.57%-8.3pp | 33.72%-25.5pp | 34.38%-26.1pp |
| Employer contribution / active EE | $4,073 | $3,084+32.1% | $2,749+48.2% | $2,638+54.4% |
| Participant deferral / active EE | $2,814 | $3,692-23.8% | $3,881-27.5% | $4,530-37.9% |
| Admin fee / account holder | $8 | $196-96.1% | $3,070-99.8% | $348-97.8% |