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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 | $114,715 | $75,183+52.6% | $123,894-7.4% | $55,167+107.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 1.98% | 19.01%-17.0pp | 47.52%-45.5pp | 169.23%-167.3pp |
| Employer contribution / active EE | $16,725 | $2,823+492.4% | $4,617+262.3% | $1,963+752.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-100.0% | $504-99.2% |