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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 | $35,160 | $79,438-55.7% | $106,554-67.0% | $79,389-55.7% |
| Participation rate | 97.0% | 74.2%+22.8pp | 76.1%+20.9pp | 70.7%+26.3pp |
| Annual return | 3.05% | 18.27%-15.2pp | 26.80%-23.7pp | 116.89%-113.8pp |
| Employer contribution / active EE | $1,415 | $2,235-36.7% | $2,819-49.8% | $2,428-41.7% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-99.9% | $7,408-100.0% | $626-99.9% |