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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 | $62,643 | $54,245+15.5% | $93,727-33.2% | $77,762-19.4% |
| Participation rate | 95.0% | 63.9%+31.1pp | 68.7%+26.3pp | 70.6%+24.4pp |
| Annual return | 1.50% | 30.58%-29.1pp | 133.83%-132.3pp | 31.27%-29.8pp |
| Employer contribution / active EE | $1,718 | $1,168+47.1% | $2,421-29.0% | $2,728-37.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $7 | $575-98.7% | $8,292-99.9% | $433-98.3% |