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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 | $34,228 | $50,643-32.4% | $106,619-67.9% | $55,167-38.0% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.0%+20.1pp | 69.0%+29.1pp |
| Annual return | 3.63% | 7.02%-3.4pp | 9.42%-5.8pp | 169.23%-165.6pp |
| Employer contribution / active EE | $1,907 | $1,626+17.3% | $3,947-51.7% | $1,963-2.8% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |