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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 | $43,240 | $65,582-34.1% | $64,097-32.5% | $71,529-39.5% |
| Participation rate | 86.5% | 73.2%+13.3pp | 72.3%+14.1pp | 67.9%+18.5pp |
| Annual return | 0.02% | 18.96%-18.9pp | 33.75%-33.7pp | 28.97%-29.0pp |
| Employer contribution / active EE | $6,025 | $2,671+125.6% | $2,750+119.1% | $2,590+132.7% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |