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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 | $62,350 | $86,938-28.3% | $102,423-39.1% | $80,925-23.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 3.66% | 18.89%-15.2pp | 29.42%-25.8pp | 35.65%-32.0pp |
| Employer contribution / active EE | $7,971 | $2,369+236.4% | $3,023+163.7% | $2,756+189.2% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $25 | $8,053-99.7% | $9,455-99.7% | $6,940-99.6% |