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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 | $34,370 | $91,710-62.5% | $67,560-49.1% | $77,762-55.8% |
| Participation rate | 95.3% | 76.0%+19.3pp | 72.9%+22.4pp | 70.6%+24.8pp |
| Annual return | 11.04% | 14.88%-3.8pp | 3533.50%-3522.5pp | 31.27%-20.2pp |
| Employer contribution / active EE | $2,747 | $3,187-13.8% | $2,737+0.4% | $2,728+0.7% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $245-100.0% | $3,994-100.0% | $433-100.0% |