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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 | $36,210 | $63,314-42.8% | $91,004-60.2% | $62,293-41.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 8.08% | 21.00%-12.9pp | 4.60%+3.5pp | 28.90%-20.8pp |
| Employer contribution / active EE | $1,248 | $1,807-30.9% | $2,456-49.2% | $2,042-38.9% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |