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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 | $62,888 | $99,168-36.6% | $96,534-34.9% | $74,460-15.5% |
| Participation rate | 99.7% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+28.9pp |
| Annual return | 14.19% | 22.40%-8.2pp | 25.88%-11.7pp | 34.38%-20.2pp |
| Employer contribution / active EE | $2,038 | $2,570-20.7% | $2,965-31.3% | $2,638-22.7% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-99.8% | $8,253-100.0% | $348-99.9% |