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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 | $52,695 | $100,061-47.3% | $120,344-56.2% | $64,728-18.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.7%+23.3pp | 57.9%+42.1pp |
| Annual return | 5.54% | 16.53%-11.0pp | 20.30%-14.8pp | 49.38%-43.8pp |
| Employer contribution / active EE | $1,934 | $3,112-37.9% | $3,020-36.0% | $2,243-13.8% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $12,742-100.0% | $1,145-100.0% |