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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 | $46,309 | $87,733-47.2% | $106,555-56.5% | $85,847-46.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 4.51% | 21.86%-17.3pp | 26.80%-22.3pp | 318.61%-314.1pp |
| Employer contribution / active EE | $2,787 | $2,073+34.4% | $2,819-1.2% | $2,565+8.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |