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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 | $44,831 | $57,752-22.4% | $112,273-60.1% | $71,511-37.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 8.64% | 18.25%-9.6pp | 30.23%-21.6pp | 28.86%-20.2pp |
| Employer contribution / active EE | $2,723 | $1,912+42.4% | $3,431-20.7% | $2,589+5.2% |
| Participant deferral / active EE | $0 | $2,860-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,586-100.0% | $7,752-100.0% | $1,588-100.0% |