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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 | $41,506 | $89,652-53.7% | $141,191-70.6% | $65,185-36.3% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.5%+13.8pp | 70.2%+26.1pp |
| Annual return | 17.96% | 32.79%-14.8pp | 71.41%-53.5pp | 29.38%-11.4pp |
| Employer contribution / active EE | $2,089 | $3,065-31.8% | $4,736-55.9% | $2,177-4.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,264-100.0% | $847-100.0% |