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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 | $26,378 | $51,895-49.2% | $93,063-71.7% | $79,634-66.9% |
| Participation rate | 99.6% | 52.6%+47.1pp | 72.1%+27.5pp | 62.5%+37.2pp |
| Annual return | 2.64% | 18.14%-15.5pp | 34.15%-31.5pp | 36.46%-33.8pp |
| Employer contribution / active EE | $1,614 | $1,561+3.4% | $2,476-34.8% | $2,529-36.2% |
| Participant deferral / active EE | $0 | $2,964-100.0% | $3,958-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $657-100.0% | $6,033-100.0% | $1,002-100.0% |