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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 | $41,710 | $99,201-58.0% | $96,544-56.8% | $74,473-44.0% |
| Participation rate | 99.5% | 80.7%+18.8pp | 76.0%+23.5pp | 70.7%+28.7pp |
| Annual return | 13.71% | 22.40%-8.7pp | 25.88%-12.2pp | 34.36%-20.6pp |
| Employer contribution / active EE | $1,992 | $2,570-22.5% | $2,966-32.9% | $2,638-24.5% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |