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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 | $52,324 | $65,378-20.0% | $87,103-39.9% | $65,186-19.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 1.49% | 31.28%-29.8pp | 28.19%-26.7pp | 29.39%-27.9pp |
| Employer contribution / active EE | $5,684 | $1,823+211.8% | $2,521+125.4% | $2,177+161.1% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $7 | $520-98.6% | $7,491-99.9% | $847-99.1% |