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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 | $97,642 | $45,312+115.5% | $86,233+13.2% | $67,986+43.6% |
| Participation rate | 100.0% | 42.4%+57.6pp | 69.0%+31.0pp | 57.2%+42.8pp |
| Annual return | 3.58% | 24.79%-21.2pp | 61.39%-57.8pp | 31.67%-28.1pp |
| Employer contribution / active EE | $9,957 | $1,160+758.7% | $2,504+297.6% | $2,019+393.2% |
| Participant deferral / active EE | $0 | $2,185-100.0% | $4,559-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,295-100.0% | $8,342-100.0% | $3,203-100.0% |