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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 | $47,080 | $79,955-41.1% | $98,450-52.2% | $75,181-37.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 8.44% | 19.75%-11.3pp | 21.16%-12.7pp | 160.69%-152.2pp |
| Employer contribution / active EE | $3,810 | $2,264+68.3% | $3,049+25.0% | $2,671+42.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,739-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,650-100.0% |