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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 | $68,868-64.1% | $183,328-86.5% | $67,986-63.6% |
| Participation rate | 98.3% | 57.0%+41.3pp | 77.3%+21.0pp | 57.2%+41.1pp |
| Annual return | 9.03% | 28.80%-19.8pp | 29.67%-20.6pp | 31.67%-22.6pp |
| Employer contribution / active EE | $1,581 | $2,917-45.8% | $5,055-68.7% | $2,019-21.7% |
| Participant deferral / active EE | $0 | $4,364-100.0% | $6,795-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,805-100.0% | $21,427-100.0% | $3,203-100.0% |