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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 | $161,103 | $99,168+62.5% | $96,534+66.9% | $74,460+116.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 4.48% | 22.40%-17.9pp | 25.88%-21.4pp | 34.38%-29.9pp |
| Employer contribution / active EE | $4,315 | $2,570+67.9% | $2,965+45.5% | $2,638+63.6% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |