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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 | $44,583 | $54,045-17.5% | $115,170-61.3% | $65,185-31.6% |
| Participation rate | 98.7% | 63.5%+35.1pp | 75.9%+22.7pp | 70.2%+28.5pp |
| Annual return | 8.11% | 26.55%-18.4pp | 35.60%-27.5pp | 29.38%-21.3pp |
| Employer contribution / active EE | $2,147 | $1,653+29.9% | $3,179-32.5% | $2,177-1.3% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,169-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $7,089-100.0% | $847-100.0% |