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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 | $86,745 | $67,638+28.2% | $133,346-34.9% | $69,733+24.4% |
| Participation rate | 93.9% | 54.3%+39.6pp | 72.8%+21.0pp | 62.5%+31.4pp |
| Annual return | 4.81% | 13.38%-8.6pp | 36.85%-32.0pp | 15.22%-10.4pp |
| Employer contribution / active EE | $1,205 | $1,177+2.4% | $2,853-57.8% | $2,250-46.4% |
| Participant deferral / active EE | $2,858 | $2,567+11.4% | $4,332-34.0% | $3,054-6.4% |
| Admin fee / account holder | $0 | $4,814-100.0% | $14,264-100.0% | $3,102-100.0% |