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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 | $65,306-62.1% | $238,191-89.6% | $65,306-62.1% |
| Participation rate | 98.3% | 57.7%+40.6pp | 77.1%+21.2pp | 57.7%+40.6pp |
| Annual return | 9.03% | 21.94%-12.9pp | 13.02%-4.0pp | 21.94%-12.9pp |
| Employer contribution / active EE | $1,581 | $1,967-19.6% | $5,082-68.9% | $1,967-19.6% |
| Participant deferral / active EE | $0 | $2,959-100.0% | $6,726-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $3,480-100.0% | $34,582-100.0% | $3,480-100.0% |