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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% | $93,654+2.2% | $77,671+23.3% |
| Participation rate | 96.8% | 63.9%+32.8pp | 68.7%+28.0pp | 70.6%+26.2pp |
| Annual return | 1.66% | 30.54%-28.9pp | 133.34%-131.7pp | 31.21%-29.5pp |
| Employer contribution / active EE | $17,953 | $1,168+1437.1% | $2,421+641.6% | $2,726+558.5% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,413-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,282-100.0% | $430-100.0% |