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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 | $27,384 | $61,356-55.4% | $149,696-81.7% | $71,511-61.7% |
| Participation rate | 93.1% | 62.5%+30.5pp | 78.8%+14.3pp | 67.9%+25.1pp |
| Annual return | 11.38% | 35.86%-24.5pp | 134.46%-123.1pp | 28.86%-17.5pp |
| Employer contribution / active EE | $2,262 | $2,382-5.0% | $4,821-53.1% | $2,589-12.6% |
| Participant deferral / active EE | $1,964 | $2,920-32.7% | $5,682-65.4% | $4,291-54.2% |
| Admin fee / account holder | $30 | $1,263-97.7% | $13,212-99.8% | $1,588-98.1% |