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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 | $53,639 | $76,112-29.5% | $96,534-44.4% | $71,511-25.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 12.45% | 22.81%-10.4pp | 25.88%-13.4pp | 28.86%-16.4pp |
| Employer contribution / active EE | $2,113 | $2,248-6.0% | $2,965-28.8% | $2,589-18.4% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |