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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 | $83,523 | $73,787+13.2% | $98,716-15.4% | $82,448+1.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 3.73% | 18.57%-14.8pp | 31.81%-28.1pp | 41.64%-37.9pp |
| Employer contribution / active EE | $5,172 | $1,511+242.3% | $2,279+127.0% | $2,551+102.8% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $12 | $6,500-99.8% | $8,703-99.9% | $7,234-99.8% |