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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 | $55,139 | $91,474-39.7% | $135,982-59.5% | $71,529-22.9% |
| Participation rate | 94.9% | 75.7%+19.2pp | 81.9%+12.9pp | 67.9%+26.9pp |
| Annual return | 13.90% | 29.89%-16.0pp | 68.32%-54.4pp | 28.97%-15.1pp |
| Employer contribution / active EE | $3,086 | $3,705-16.7% | $4,859-36.5% | $2,590+19.1% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $1,267-99.8% | $10,767-100.0% | $1,588-99.9% |