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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 | $37,673 | $59,220-36.4% | $96,570-61.0% | $79,391-52.5% |
| Participation rate | 99.4% | 61.9%+37.5pp | 69.8%+29.6pp | 70.7%+28.7pp |
| Annual return | 10.77% | 27.08%-16.3pp | 37.79%-27.0pp | 116.88%-106.1pp |
| Employer contribution / active EE | $1,120 | $1,216-7.9% | $2,357-52.5% | $2,428-53.8% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |