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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 | $73,716 | $111,335-33.8% | $214,702-65.7% | $65,306+12.9% |
| Participation rate | 95.3% | 77.5%+17.8pp | 87.5%+7.9pp | 57.7%+37.6pp |
| Annual return | 7.18% | 22.64%-15.5pp | 54.55%-47.4pp | 21.94%-14.8pp |
| Employer contribution / active EE | $2,412 | $3,806-36.6% | $6,461-62.7% | $1,967+22.6% |
| Participant deferral / active EE | $0 | $5,927-100.0% | $9,147-100.0% | $2,959-100.0% |
| Admin fee / account holder | $4 | $5,028-99.9% | $19,830-100.0% | $3,480-99.9% |