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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 | $45,453 | $59,328-23.4% | $118,946-61.8% | $73,493-38.2% |
| Participation rate | 98.7% | 62.3%+36.4pp | 75.4%+23.3pp | 70.7%+28.0pp |
| Annual return | 7.59% | 19.13%-11.5pp | 35.89%-28.3pp | 28.51%-20.9pp |
| Employer contribution / active EE | $2,095 | $1,803+16.1% | $3,263-35.8% | $2,270-7.7% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,581-100.0% | $513-100.0% |