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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 | $33,159 | $56,047-40.8% | $98,716-66.4% | $79,634-58.4% |
| Participation rate | 98.4% | 54.6%+43.8pp | 69.3%+29.1pp | 62.5%+35.9pp |
| Annual return | 11.85% | 17.58%-5.7pp | 31.81%-20.0pp | 36.46%-24.6pp |
| Employer contribution / active EE | $2,097 | $1,237+69.6% | $2,279-7.9% | $2,529-17.1% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,512-100.0% | $8,703-100.0% | $1,002-100.0% |