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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 | $44,149 | $84,940-48.0% | $111,306-60.3% | $79,389-44.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 9.64% | 17.45%-7.8pp | 54.67%-45.0pp | 116.89%-107.2pp |
| Employer contribution / active EE | $6,320 | $1,979+219.3% | $2,732+131.3% | $2,428+160.3% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $537-99.9% | $7,966-100.0% | $626-99.9% |