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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 | $43,080 | $56,438-23.7% | $76,872-44.0% | $71,511-39.8% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 9.80% | 19.05%-9.2pp | 37.90%-28.1pp | 28.86%-19.1pp |
| Employer contribution / active EE | $3,663 | $1,864+96.5% | $2,533+44.6% | $2,589+41.5% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4 | $1,430-99.7% | $5,476-99.9% | $1,588-99.7% |