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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 | $33,629 | $93,010-63.8% | $96,515-65.2% | $74,460-54.8% |
| Participation rate | 88.4% | 71.6%+16.8pp | 74.3%+14.0pp | 70.7%+17.6pp |
| Annual return | 10.72% | 37.50%-26.8pp | 35.73%-25.0pp | 34.38%-23.7pp |
| Employer contribution / active EE | $4,097 | $3,427+19.5% | $3,740+9.6% | $2,638+55.3% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |