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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 | $53,847 | $136,307-60.5% | $177,848-69.7% | $73,497-26.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 5.29% | 18.68%-13.4pp | 48.33%-43.0pp | 28.51%-23.2pp |
| Employer contribution / active EE | $1,630 | $3,712-56.1% | $5,919-72.5% | $2,270-28.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |