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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 | $48,264 | $65,378-26.2% | $87,103-44.6% | $65,186-26.0% |
| Participation rate | 91.7% | 75.3%+16.3pp | 76.9%+14.8pp | 70.2%+21.5pp |
| Annual return | 1.73% | 31.28%-29.5pp | 28.19%-26.5pp | 29.39%-27.7pp |
| Employer contribution / active EE | $1,367 | $1,823-25.0% | $2,521-45.8% | $2,177-37.2% |
| Participant deferral / active EE | $2,780 | $3,389-18.0% | $4,049-31.3% | $3,514-20.9% |
| Admin fee / account holder | $52 | $520-90.1% | $7,491-99.3% | $847-93.9% |