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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 | $70,331 | $241,850-70.9% | $102,437-31.3% | $200,096-64.9% |
| Participation rate | 91.4% | 78.3%+13.1pp | 74.5%+16.9pp | 72.0%+19.4pp |
| Annual return | 0.68% | 17.67%-17.0pp | 24.95%-24.3pp | 34.26%-33.6pp |
| Employer contribution / active EE | $1,759 | $4,253-58.6% | $3,871-54.5% | $3,038-42.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,388-100.0% | $269-100.0% |