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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 | $15,562 | $47,163-67.0% | $149,696-89.6% | $74,460-79.1% |
| Participation rate | 92.3% | 63.4%+28.8pp | 78.8%+13.5pp | 70.7%+21.5pp |
| Annual return | 7.71% | 22.75%-15.0pp | 134.46%-126.7pp | 34.38%-26.7pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,858 | $2,730-31.9% | $5,682-67.3% | $4,530-59.0% |
| Admin fee / account holder | $2 | $343-99.5% | $13,212-100.0% | $348-99.5% |