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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 | $25,847 | $76,696-66.3% | $96,515-73.2% | $71,511-63.9% |
| Participation rate | 98.1% | 66.6%+31.5pp | 74.3%+23.8pp | 67.9%+30.2pp |
| Annual return | 1.96% | 48.32%-46.4pp | 35.73%-33.8pp | 28.86%-26.9pp |
| Employer contribution / active EE | $3,847 | $3,032+26.9% | $3,740+2.9% | $2,589+48.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |