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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 | $36,337 | $61,166-40.6% | $185,837-80.4% | $79,393-54.2% |
| Participation rate | 97.4% | 66.6%+30.7pp | 81.7%+15.7pp | 70.7%+26.7pp |
| Annual return | 10.78% | 19.45%-8.7pp | 122.08%-111.3pp | 116.87%-106.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,375 | $2,789-14.8% | $5,568-57.4% | $4,046-41.3% |
| Admin fee / account holder | $0 | $710-100.0% | $16,241-100.0% | $627-100.0% |