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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 | $47,962 | $89,067-46.2% | $102,423-53.2% | $77,714-38.3% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 9.89% | 25.01%-15.1pp | 29.42%-19.5pp | 31.26%-21.4pp |
| Employer contribution / active EE | $2,660 | $2,699-1.5% | $3,023-12.0% | $2,727-2.5% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |