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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 | $120,550 | $104,544+15.3% | $96,564+24.8% | $80,187+50.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 3.30% | 21.79%-18.5pp | 25.89%-22.6pp | 40.40%-37.1pp |
| Employer contribution / active EE | $3,932 | $3,527+11.5% | $2,967+32.5% | $2,980+32.0% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,852-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $8,256-100.0% | $145-100.0% |