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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 | $31,034 | $59,535-47.9% | $90,161-65.6% | $62,293-50.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.13% | 23.53%-23.4pp | 34.89%-34.8pp | 28.90%-28.8pp |
| Employer contribution / active EE | $2,475 | $1,826+35.6% | $3,318-25.4% | $2,042+21.2% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |