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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 | $128,603-42.7% | $197,124-62.6% | $67,986+8.4% |
| Participation rate | 95.3% | 81.7%+13.6pp | 86.7%+8.6pp | 57.2%+38.1pp |
| Annual return | 7.18% | 23.77%-16.6pp | 44.34%-37.2pp | 31.67%-24.5pp |
| Employer contribution / active EE | $2,412 | $4,379-44.9% | $6,227-61.3% | $2,019+19.5% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $4 | $3,035-99.9% | $16,298-100.0% | $3,203-99.9% |