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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 | $45,312-67.2% | $86,233-82.8% | $67,986-78.2% |
| Participation rate | 99.4% | 42.4%+57.0pp | 69.0%+30.4pp | 57.2%+42.2pp |
| Annual return | 7.26% | 24.79%-17.5pp | 61.39%-54.1pp | 31.67%-24.4pp |
| Employer contribution / active EE | $2,356 | $1,160+103.2% | $2,504-5.9% | $2,019+16.7% |
| Participant deferral / active EE | $0 | $2,185-100.0% | $4,559-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,295-100.0% | $8,342-100.0% | $3,203-100.0% |