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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 | $72,224 | $74,706-3.3% | $75,714-4.6% | $79,391-9.0% |
| Participation rate | 92.6% | 75.3%+17.2pp | 74.8%+17.7pp | 70.7%+21.9pp |
| Annual return | 12.11% | 18.52%-6.4pp | 104.62%-92.5pp | 116.88%-104.8pp |
| Employer contribution / active EE | $1,230 | $2,590-52.5% | $2,744-55.1% | $2,428-49.3% |
| Participant deferral / active EE | $2,091 | $3,533-40.8% | $3,820-45.3% | $4,046-48.3% |
| Admin fee / account holder | $123 | $374-67.2% | $3,619-96.6% | $627-80.4% |