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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 | $74,580 | $59,220+25.9% | $96,570-22.8% | $79,391-6.1% |
| Participation rate | 92.5% | 61.9%+30.6pp | 69.8%+22.7pp | 70.7%+21.8pp |
| Annual return | 2.89% | 27.08%-24.2pp | 37.79%-34.9pp | 116.88%-114.0pp |
| Employer contribution / active EE | $929 | $1,216-23.6% | $2,357-60.6% | $2,428-61.7% |
| Participant deferral / active EE | $1,988 | $2,948-32.6% | $3,849-48.3% | $4,046-50.9% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |