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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 | $56,013 | $69,305-19.2% | $82,312-32.0% | $69,634-19.6% |
| Participation rate | 72.5% | 80.3%-7.7pp | 76.9%-4.4pp | 70.7%+1.8pp |
| Annual return | 0.08% | 21.47%-21.4pp | 25.88%-25.8pp | 27572.26%-27572.2pp |
| Employer contribution / active EE | $1,105 | $1,887-41.4% | $2,428-54.5% | $2,032-45.6% |
| Participant deferral / active EE | $3,295 | $3,568-7.7% | $3,706-11.1% | $3,224+2.2% |
| Admin fee / account holder | $8 | $97-91.5% | $5,608-99.9% | $110-92.5% |