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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 | $33,978 | $65,084-47.8% | $67,681-49.8% | $64,340-47.2% |
| Participation rate | 77.0% | 66.7%+10.3pp | 73.7%+3.3pp | 55.2%+21.8pp |
| Annual return | 7.27% | 20.50%-13.2pp | 590.58%-583.3pp | 24.14%-16.9pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,199 | $3,210-0.4% | $3,976-19.5% | $2,980+7.3% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |