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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 | $54,193+15.6% | $93,669-33.1% | $77,714-19.4% |
| Participation rate | 95.0% | 63.9%+31.1pp | 68.7%+26.3pp | 70.6%+24.4pp |
| Annual return | 1.50% | 30.54%-29.0pp | 133.59%-132.1pp | 31.26%-29.8pp |
| Employer contribution / active EE | $1,718 | $1,168+47.1% | $2,424-29.1% | $2,727-37.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $7 | $576-98.7% | $8,291-99.9% | $433-98.3% |