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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 | $47,902 | $86,940-44.9% | $102,434-53.2% | $80,935-40.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.02% | 18.89%-9.9pp | 29.46%-20.4pp | 35.66%-26.6pp |
| Employer contribution / active EE | $964 | $2,370-59.3% | $3,023-68.1% | $2,757-65.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $34 | $8,047-99.6% | $9,462-99.6% | $6,924-99.5% |