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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 | $39,778 | $65,292-39.1% | $71,671-44.5% | $77,958-49.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 68.7%+31.3pp | 71.6%+28.4pp |
| Annual return | 3.73% | 21.25%-17.5pp | 20.65%-16.9pp | 20.87%-17.1pp |
| Employer contribution / active EE | $249 | $2,085-88.0% | $2,460-89.9% | $2,310-89.2% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $5,558-100.0% | $97-100.0% |