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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 | $47,456 | $65,122-27.1% | $135,792-65.1% | $64,097-26.0% |
| Participation rate | 98.1% | 47.1%+50.9pp | 72.6%+25.5pp | 55.2%+42.9pp |
| Annual return | 10.35% | 14.53%-4.2pp | 25.96%-15.6pp | 34.64%-24.3pp |
| Employer contribution / active EE | $2,649 | $1,280+106.9% | $3,496-24.2% | $1,891+40.1% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $4,759-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $3,120-100.0% | $12,266-100.0% | $3,454-100.0% |