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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 | $47,456 | $68,607-30.8% | $147,027-67.7% | $64,340-26.2% |
| Participation rate | 98.1% | 50.4%+47.6pp | 73.7%+24.3pp | 55.2%+42.8pp |
| Annual return | 10.35% | 13.75%-3.4pp | 20.23%-9.9pp | 24.14%-13.8pp |
| Employer contribution / active EE | $2,649 | $1,554+70.4% | $3,626-26.9% | $1,862+42.3% |
| Participant deferral / active EE | $0 | $2,402-100.0% | $4,933-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $3,287-100.0% | $12,223-100.0% | $3,703-100.0% |