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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 | $50,285 | $63,114-20.3% | $92,915-45.9% | $65,186-22.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 15.35% | 28.75%-13.4pp | 109.45%-94.1pp | 29.39%-14.0pp |
| Employer contribution / active EE | $4,543 | $2,571+76.7% | $3,653+24.3% | $2,177+108.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |