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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 | $127,918 | $89,465+43.0% | $165,071-22.5% | $77,736+64.6% |
| Participation rate | 96.1% | 78.6%+17.5pp | 78.6%+17.5pp | 70.6%+25.5pp |
| Annual return | 8.01% | 28.86%-20.8pp | 70.17%-62.2pp | 31.26%-23.2pp |
| Employer contribution / active EE | $1,421 | $2,565-44.6% | $4,347-67.3% | $2,728-47.9% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,695-100.0% | $433-100.0% |