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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 | $40,335 | $95,404-57.7% | $113,397-64.4% | $82,637-51.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 3.49% | 19.08%-15.6pp | 23.20%-19.7pp | 53.51%-50.0pp |
| Employer contribution / active EE | $3,697 | $2,307+60.3% | $2,977+24.2% | $2,552+44.9% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $47 | $9,168-99.5% | $11,957-99.6% | $7,339-99.4% |