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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 | $50,994 | $50,643+0.7% | $106,619-52.2% | $55,167-7.6% |
| Participation rate | 79.8% | 65.6%+14.3pp | 78.0%+1.8pp | 69.0%+10.9pp |
| Annual return | 3.25% | 7.02%-3.8pp | 9.42%-6.2pp | 169.23%-166.0pp |
| Employer contribution / active EE | $2,601 | $1,626+60.0% | $3,947-34.1% | $1,963+32.5% |
| Participant deferral / active EE | $2,373 | $2,208+7.5% | $3,930-39.6% | $3,054-22.3% |
| Admin fee / account holder | $19 | $488-96.1% | $6,418-99.7% | $504-96.2% |