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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 | $46,599 | $74,089-37.1% | $133,975-65.2% | $55,167-15.5% |
| Participation rate | 99.2% | 84.3%+14.9pp | 87.1%+12.1pp | 69.0%+30.2pp |
| Annual return | 5.07% | 12.11%-7.0pp | 29.29%-24.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,348 | $3,064-56.0% | $5,211-74.1% | $1,963-31.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |