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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 | $34,853 | $52,884-34.1% | $84,753-58.9% | $55,167-36.8% |
| Participation rate | 96.5% | 67.5%+28.9pp | 76.6%+19.9pp | 69.0%+27.5pp |
| Annual return | 3.42% | 18.03%-14.6pp | 22.78%-19.4pp | 169.23%-165.8pp |
| Employer contribution / active EE | $3,632 | $2,233+62.6% | $3,574+1.6% | $1,963+85.1% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |