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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 | $48,050+103.2% | $96,754+0.9% | $64,340+51.8% |
| Participation rate | 100.0% | 40.6%+59.4pp | 70.3%+29.7pp | 55.2%+44.8pp |
| Annual return | 3.58% | 23.41%-19.8pp | 82.04%-78.5pp | 24.14%-20.6pp |
| Employer contribution / active EE | $9,957 | $1,204+727.0% | $2,679+271.6% | $1,862+434.8% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $4,758-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $3,741-100.0% | $8,905-100.0% | $3,703-100.0% |