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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 | $96,968 | $57,752+67.9% | $112,273-13.6% | $71,495+35.6% |
| Participation rate | 97.0% | 58.8%+38.2pp | 72.4%+24.6pp | 67.9%+29.1pp |
| Annual return | 4.68% | 18.25%-13.6pp | 30.23%-25.5pp | 28.85%-24.2pp |
| Employer contribution / active EE | $2,976 | $1,912+55.6% | $3,431-13.3% | $2,589+14.9% |
| Participant deferral / active EE | $0 | $2,860-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,586-100.0% | $7,752-100.0% | $1,588-100.0% |