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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 | $63,691 | $47,448+34.2% | $94,993-33.0% | $62,293+2.2% |
| Participation rate | 98.4% | 66.5%+31.9pp | 73.9%+24.5pp | 69.5%+28.9pp |
| Annual return | 11.86% | 22.64%-10.8pp | 27.14%-15.3pp | 28.90%-17.0pp |
| Employer contribution / active EE | $2,381 | $1,300+83.1% | $2,603-8.5% | $2,042+16.6% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $5 | $434-98.9% | $4,960-99.9% | $479-99.0% |