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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 | $51,534 | $129,095-60.1% | $184,185-72.0% | $77,692-33.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 12.30% | 33.29%-21.0pp | 28.81%-16.5pp | 31.25%-19.0pp |
| Employer contribution / active EE | $6,108 | $4,410+38.5% | $6,426-4.9% | $2,726+124.1% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $129 | $256-49.6% | $13,909-99.1% | $431-70.0% |