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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 | $14,854 | $48,050-69.1% | $96,754-84.6% | $64,340-76.9% |
| Participation rate | 99.4% | 40.6%+58.9pp | 70.3%+29.2pp | 55.2%+44.2pp |
| Annual return | 7.26% | 23.41%-16.1pp | 82.04%-74.8pp | 24.14%-16.9pp |
| Employer contribution / active EE | $2,356 | $1,204+95.7% | $2,679-12.1% | $1,862+26.5% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $4,758-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $3,741-100.0% | $8,905-100.0% | $3,703-100.0% |