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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 | $56,787 | $130,294-56.4% | $170,028-66.6% | $71,495-20.6% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 4.65% | 20.36%-15.7pp | 53.39%-48.7pp | 28.85%-24.2pp |
| Employer contribution / active EE | $5,515 | $4,385+25.8% | $6,788-18.8% | $2,589+113.0% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,409-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,820-100.0% | $1,588-100.0% |