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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 | $73,576 | $47,922+53.5% | $75,900-3.1% | $65,186+12.9% |
| Participation rate | 95.7% | 63.0%+32.7pp | 69.3%+26.4pp | 70.2%+25.5pp |
| Annual return | 5.13% | 24.12%-19.0pp | 30.73%-25.6pp | 29.39%-24.3pp |
| Employer contribution / active EE | $5,017 | $1,557+222.2% | $2,501+100.6% | $2,177+130.5% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,604-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,421-100.0% | $847-100.0% |