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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 | $55,714 | $77,677-28.3% | $109,188-49.0% | $79,389-29.8% |
| Participation rate | 98.9% | 67.8%+31.1pp | 75.9%+23.0pp | 70.7%+28.2pp |
| Annual return | 4.68% | 23.44%-18.8pp | 25.76%-21.1pp | 116.89%-112.2pp |
| Employer contribution / active EE | $6,175 | $2,798+120.7% | $3,723+65.9% | $2,428+154.4% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |