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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 | $47,473 | $54,045-12.2% | $115,167-58.8% | $65,186-27.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 8.95% | 26.55%-17.6pp | 35.60%-26.7pp | 29.39%-20.4pp |
| Employer contribution / active EE | $2,609 | $1,653+57.8% | $3,179-17.9% | $2,177+19.8% |
| Participant deferral / active EE | $4,598 | $2,504+83.6% | $4,169+10.3% | $3,514+30.8% |
| Admin fee / account holder | $79 | $626-87.4% | $7,089-98.9% | $847-90.7% |