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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 | $62,238 | $79,438-21.7% | $106,554-41.6% | $79,389-21.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 7.24% | 18.27%-11.0pp | 26.80%-19.6pp | 116.89%-109.7pp |
| Employer contribution / active EE | $3,474 | $2,235+55.5% | $2,819+23.2% | $2,428+43.1% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $626-100.0% |