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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 | $46,285 | $64,359-28.1% | $90,161-48.7% | $70,126-34.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 76.9%+17.6pp | 69.5%+24.9pp |
| Annual return | 9.95% | 28.13%-18.2pp | 34.89%-24.9pp | 73.15%-63.2pp |
| Employer contribution / active EE | $2,610 | $2,046+27.6% | $3,318-21.3% | $2,343+11.4% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |