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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 | $121,671-39.4% | $211,142-65.1% | $64,340+14.6% |
| Participation rate | 95.3% | 76.5%+18.9pp | 87.3%+8.0pp | 55.2%+40.1pp |
| Annual return | 7.18% | 21.43%-14.2pp | 46.84%-39.7pp | 24.14%-17.0pp |
| Employer contribution / active EE | $2,412 | $4,066-40.7% | $6,442-62.6% | $1,862+29.6% |
| Participant deferral / active EE | $0 | $6,049-100.0% | $9,284-100.0% | $2,980-100.0% |
| Admin fee / account holder | $4 | $4,774-99.9% | $19,076-100.0% | $3,703-99.9% |