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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 | $107,029 | $54,045+98.0% | $115,167-7.1% | $65,186+64.2% |
| Participation rate | 98.1% | 63.5%+34.6pp | 75.9%+22.2pp | 70.2%+27.9pp |
| Annual return | 2.98% | 26.55%-23.6pp | 35.60%-32.6pp | 29.39%-26.4pp |
| Employer contribution / active EE | $6,452 | $1,653+290.4% | $3,179+103.0% | $2,177+196.4% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,169-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $7,089-100.0% | $847-100.0% |