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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 | $97,042 | $52,090+86.3% | $95,740+1.4% | $80,157+21.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 6.96% | 23.29%-16.3pp | 28.41%-21.5pp | 40.39%-33.4pp |
| Employer contribution / active EE | $2,131 | $1,548+37.6% | $2,836-24.9% | $2,977-28.4% |
| Participant deferral / active EE | $0 | $3,266-100.0% | $4,244-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $96-100.0% | $5,676-100.0% | $145-100.0% |