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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 | $30,650 | $46,688-34.4% | $189,758-83.8% | $69,733-56.0% |
| Participation rate | 99.3% | 61.7%+37.6pp | 79.8%+19.5pp | 62.5%+36.8pp |
| Annual return | 4.41% | 14.35%-9.9pp | 52.62%-48.2pp | 15.22%-10.8pp |
| Employer contribution / active EE | $984 | $1,695-41.9% | $4,767-79.4% | $2,250-56.3% |
| Participant deferral / active EE | $2,757 | $2,143+28.7% | $5,856-52.9% | $3,054-9.7% |
| Admin fee / account holder | $8 | $1,700-99.5% | $20,388-100.0% | $3,102-99.7% |