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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 | $26,374 | $45,022-41.4% | $85,240-69.1% | $200,096-86.8% |
| Participation rate | 95.1% | 45.8%+49.3pp | 67.5%+27.6pp | 72.0%+23.1pp |
| Annual return | 2.76% | 21.00%-18.2pp | 66.75%-64.0pp | 34.26%-31.5pp |
| Employer contribution / active EE | $3,633 | $1,374+164.3% | $2,735+32.8% | $3,038+19.6% |
| Participant deferral / active EE | $0 | $2,682-100.0% | $4,527-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $6,165-100.0% | $269-100.0% |