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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 | $15,877 | $63,773-75.1% | $81,286-80.5% | $80,925-80.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 5.19% | 16.37%-11.2pp | 24.80%-19.6pp | 35.65%-30.5pp |
| Employer contribution / active EE | $2,105 | $1,979+6.4% | $2,463-14.5% | $2,756-23.6% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $66 | $5,682-98.8% | $5,764-98.9% | $6,940-99.1% |