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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 | $37,724 | $64,909-41.9% | $82,312-54.2% | $62,293-39.4% |
| Participation rate | 85.3% | 74.9%+10.4pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 2.67% | 21.18%-18.5pp | 25.88%-23.2pp | 28.90%-26.2pp |
| Employer contribution / active EE | $1,997 | $1,676+19.1% | $2,428-17.8% | $2,042-2.2% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |