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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 | $24,726 | $69,733-64.5% | $299,830-91.8% | $69,733-64.5% |
| Participation rate | 98.3% | 62.5%+35.8pp | 78.5%+19.8pp | 62.5%+35.8pp |
| Annual return | 9.03% | 15.22%-6.2pp | 10.58%-1.6pp | 15.22%-6.2pp |
| Employer contribution / active EE | $1,581 | $2,250-29.7% | $5,842-72.9% | $2,250-29.7% |
| Participant deferral / active EE | $0 | $3,054-100.0% | $7,038-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,102-100.0% | $50,982-100.0% | $3,102-100.0% |