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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 | $69,993 | $98,982-29.3% | $162,171-56.8% | $65,185+7.4% |
| Participation rate | 95.9% | 85.8%+10.1pp | 87.6%+8.3pp | 70.2%+25.7pp |
| Annual return | 5.37% | 24.84%-19.5pp | 115.60%-110.2pp | 29.38%-24.0pp |
| Employer contribution / active EE | $2,059 | $3,467-40.6% | $5,613-63.3% | $2,177-5.4% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |