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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 | $65,246+33.0% | $98,716-12.1% | $67,986+27.6% |
| Participation rate | 93.9% | 51.4%+42.4pp | 69.3%+24.6pp | 57.2%+36.7pp |
| Annual return | 4.81% | 20.58%-15.8pp | 31.81%-27.0pp | 31.67%-26.9pp |
| Employer contribution / active EE | $1,205 | $1,042+15.7% | $2,279-47.1% | $2,019-40.3% |
| Participant deferral / active EE | $2,858 | $2,594+10.2% | $4,048-29.4% | $3,358-14.9% |
| Admin fee / account holder | $0 | $4,561-100.0% | $8,703-100.0% | $3,203-100.0% |