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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 | $53,074 | $59,535-10.9% | $90,161-41.1% | $62,293-14.8% |
| Participation rate | 95.4% | 73.0%+22.4pp | 76.9%+18.6pp | 69.5%+25.9pp |
| Annual return | 4.45% | 23.53%-19.1pp | 34.89%-30.4pp | 28.90%-24.4pp |
| Employer contribution / active EE | $4,348 | $1,826+138.2% | $3,318+31.0% | $2,042+112.9% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |