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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 | $55,654 | $45,087+23.4% | $69,483-19.9% | $72,976-23.7% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 2.63% | 22.67%-20.0pp | 28.99%-26.4pp | 81.02%-78.4pp |
| Employer contribution / active EE | $3,424 | $2,055+66.6% | $2,780+23.2% | $2,440+40.3% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |