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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 | $39,301 | $78,275-49.8% | $109,163-64.0% | $86,813-54.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 9.64% | 19.14%-9.5pp | 25.75%-16.1pp | 97.93%-88.3pp |
| Employer contribution / active EE | $2,418 | $3,105-22.1% | $3,723-35.0% | $2,406+0.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $198-99.4% | $6,754-100.0% | $170-99.2% |