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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 | $76,515 | $54,045+41.6% | $115,170-33.6% | $65,185+17.4% |
| Participation rate | 98.4% | 63.5%+34.8pp | 75.9%+22.5pp | 70.2%+28.2pp |
| Annual return | 5.53% | 26.55%-21.0pp | 35.60%-30.1pp | 29.38%-23.9pp |
| Employer contribution / active EE | $2,459 | $1,653+48.8% | $3,179-22.7% | $2,177+13.0% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,169-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $7,089-100.0% | $847-100.0% |