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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 | $95,757 | $54,193+76.7% | $93,669+2.2% | $77,714+23.2% |
| Participation rate | 96.8% | 63.9%+32.8pp | 68.7%+28.0pp | 70.6%+26.2pp |
| Annual return | 1.66% | 30.54%-28.9pp | 133.59%-131.9pp | 31.26%-29.6pp |
| Employer contribution / active EE | $17,953 | $1,168+1437.2% | $2,424+640.8% | $2,727+558.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |