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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 | $28,420 | $51,466-44.8% | $78,778-63.9% | $62,293-54.4% |
| Participation rate | 97.1% | 59.8%+37.3pp | 69.2%+27.9pp | 69.5%+27.5pp |
| Annual return | 11.23% | 19.96%-8.7pp | 35.62%-24.4pp | 28.90%-17.7pp |
| Employer contribution / active EE | $1,382 | $827+67.1% | $1,986-30.4% | $2,042-32.3% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $222 | $489-54.5% | $5,134-95.7% | $479-53.6% |