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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 | $41,470 | $69,383-40.2% | $101,275-59.1% | $73,497-43.6% |
| Participation rate | 99.2% | 68.4%+30.9pp | 75.8%+23.4pp | 70.7%+28.6pp |
| Annual return | 1.32% | 18.46%-17.1pp | 46.48%-45.2pp | 28.51%-27.2pp |
| Employer contribution / active EE | $3,036 | $2,628+15.5% | $3,660-17.0% | $2,270+33.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |