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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 | $40,301 | $61,172-34.1% | $185,851-78.3% | $79,389-49.2% |
| Participation rate | 97.2% | 66.6%+30.6pp | 81.7%+15.5pp | 70.7%+26.5pp |
| Annual return | 11.16% | 19.45%-8.3pp | 122.11%-110.9pp | 116.89%-105.7pp |
| Employer contribution / active EE | $2,813 | $2,321+21.2% | $5,168-45.6% | $2,428+15.9% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |