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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 | $64,890-26.9% | $134,172-64.6% | $67,986-30.2% |
| Participation rate | 98.1% | 48.5%+49.5pp | 72.5%+25.6pp | 57.2%+40.9pp |
| Annual return | 10.35% | 16.12%-5.8pp | 25.30%-15.0pp | 31.67%-21.3pp |
| Employer contribution / active EE | $2,649 | $1,360+94.8% | $3,420-22.5% | $2,019+31.2% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $4,690-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,140-100.0% | $12,016-100.0% | $3,203-100.0% |