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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 | $53,972 | $58,655-8.0% | $91,994-41.3% | $65,185-17.2% |
| Participation rate | 96.9% | 75.3%+21.6pp | 78.6%+18.3pp | 70.2%+26.7pp |
| Annual return | 4.04% | 33.92%-29.9pp | 69.04%-65.0pp | 29.38%-25.3pp |
| Employer contribution / active EE | $3,886 | $2,080+86.8% | $3,453+12.5% | $2,177+78.5% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $7,744-100.0% | $847-100.0% |