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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 | $43,496-29.5% | $161,489-81.0% | $64,340-52.4% |
| Participation rate | 99.3% | 53.5%+45.8pp | 78.7%+20.6pp | 55.2%+44.0pp |
| Annual return | 4.41% | 20.76%-16.4pp | 89.72%-85.3pp | 24.14%-19.7pp |
| Employer contribution / active EE | $984 | $1,431-31.2% | $4,268-76.9% | $1,862-47.1% |
| Participant deferral / active EE | $2,757 | $1,996+38.1% | $5,630-51.0% | $2,980-7.5% |
| Admin fee / account holder | $8 | $2,330-99.7% | $16,006-100.0% | $3,703-99.8% |