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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 | $63,368 | $57,057+11.1% | $85,009-25.5% | $80,874-21.6% |
| Participation rate | 97.9% | 56.4%+41.5pp | 67.5%+30.4pp | 67.6%+30.2pp |
| Annual return | 9.70% | 21.66%-12.0pp | 66.47%-56.8pp | 35.62%-25.9pp |
| Employer contribution / active EE | $4,805 | $1,799+167.1% | $2,728+76.1% | $2,756+74.4% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |