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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 | $38,432 | $54,368-29.3% | $117,039-67.2% | $62,293-38.3% |
| Participation rate | 97.9% | 64.9%+33.0pp | 77.2%+20.8pp | 69.5%+28.4pp |
| Annual return | 10.29% | 21.77%-11.5pp | 18.95%-8.7pp | 28.90%-18.6pp |
| Employer contribution / active EE | $1,911 | $1,692+12.9% | $3,785-49.5% | $2,042-6.4% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |