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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 | $43,651 | $91,424-52.3% | $135,942-67.9% | $71,495-38.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.40% | 29.90%-14.5pp | 68.28%-52.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,300 | $3,704-37.9% | $4,858-52.7% | $2,589-11.2% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $1,266-99.9% | $10,764-100.0% | $1,588-99.9% |