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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 | $48,209 | $59,220-18.6% | $96,570-50.1% | $79,391-39.3% |
| Participation rate | 90.1% | 61.9%+28.2pp | 69.8%+20.3pp | 70.7%+19.4pp |
| Annual return | 11.27% | 27.08%-15.8pp | 37.79%-26.5pp | 116.88%-105.6pp |
| Employer contribution / active EE | $9,002 | $1,216+640.0% | $2,357+281.9% | $2,428+270.8% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |