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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 | $57,073+11.0% | $85,126-25.6% | $80,925-21.7% |
| Participation rate | 97.9% | 56.4%+41.5pp | 67.5%+30.4pp | 67.7%+30.2pp |
| Annual return | 9.70% | 21.69%-12.0pp | 66.63%-56.9pp | 35.65%-25.9pp |
| Employer contribution / active EE | $4,805 | $1,801+166.8% | $2,731+75.9% | $2,756+74.3% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |