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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 | $73,413 | $72,273+1.6% | $101,275-27.5% | $79,856-8.1% |
| Participation rate | 86.1% | 68.5%+17.7pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | 3.03% | 22.30%-19.3pp | 46.48%-43.4pp | 31.71%-28.7pp |
| Employer contribution / active EE | $16,288 | $2,691+505.2% | $3,660+345.0% | $2,471+559.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |