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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 | $72,838 | $52,884+37.7% | $84,753-14.1% | $55,167+32.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 3.76% | 18.03%-14.3pp | 22.78%-19.0pp | 169.23%-165.5pp |
| Employer contribution / active EE | $8,448 | $2,233+278.3% | $3,574+136.4% | $1,963+330.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |