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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 | $34,439 | $72,273-52.3% | $101,275-66.0% | $79,856-56.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 6.99% | 22.30%-15.3pp | 46.48%-39.5pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,754 | $2,691-34.8% | $3,660-52.1% | $2,471-29.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |