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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 | $24,815 | $76,407-67.5% | $150,298-83.5% | $82,448-69.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 6.98% | 39.99%-33.0pp | 62.79%-55.8pp | 41.64%-34.7pp |
| Employer contribution / active EE | $813 | $2,614-68.9% | $4,154-80.4% | $2,551-68.1% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |