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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 | $53,758 | $84,936-36.7% | $111,308-51.7% | $79,391-32.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 9.01% | 17.45%-8.4pp | 54.67%-45.7pp | 116.88%-107.9pp |
| Employer contribution / active EE | $2,500 | $1,979+26.3% | $2,732-8.5% | $2,428+3.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |