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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 | $80,426 | $50,643+58.8% | $106,619-24.6% | $55,167+45.8% |
| Participation rate | 97.9% | 65.6%+32.4pp | 78.0%+19.9pp | 69.0%+28.9pp |
| Annual return | 3.81% | 7.02%-3.2pp | 9.42%-5.6pp | 169.23%-165.4pp |
| Employer contribution / active EE | $5,707 | $1,626+251.0% | $3,947+44.6% | $1,963+190.8% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $488-99.8% | $6,418-100.0% | $504-99.8% |