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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 | $67,083 | $57,541+16.6% | $95,759-29.9% | $75,177-10.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.50% | 34.93%-21.4pp | 28.42%-14.9pp | 160.75%-147.2pp |
| Employer contribution / active EE | $1,589 | $1,808-12.1% | $2,836-44.0% | $2,671-40.5% |
| Participant deferral / active EE | $2,470 | $3,074-19.6% | $4,244-41.8% | $4,126-40.1% |
| Admin fee / account holder | $15 | $4,099-99.6% | $5,678-99.7% | $5,651-99.7% |