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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 | $120,961 | $176,471-31.5% | $95,968+26.0% | $90,274+34.0% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 4.85% | 20.15%-15.3pp | 91.65%-86.8pp | 53.97%-49.1pp |
| Employer contribution / active EE | $4,158 | $2,783+49.4% | $2,542+63.6% | $2,523+64.8% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,798-100.0% | $114-100.0% |