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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 | $67,932 | $129,095-47.4% | $184,185-63.1% | $77,692-12.6% |
| Participation rate | 95.1% | 87.3%+7.8pp | 86.8%+8.3pp | 70.6%+24.6pp |
| Annual return | 9.48% | 33.29%-23.8pp | 28.81%-19.3pp | 31.25%-21.8pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,426-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,909-100.0% | $431-100.0% |