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 | $87,545 | $31,036+182.1% | $71,793+21.9% | $65,292+34.1% |
| Participation rate | 100.0% | 56.1%+43.9pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | 1.93% | 8.62%-6.7pp | 78.04%-76.1pp | 11.84%-9.9pp |
| Employer contribution / active EE | $3,330 | $662+402.7% | $1,924+73.0% | $2,302+44.7% |
| Participant deferral / active EE | $0 | $1,336-100.0% | $2,794-100.0% | $3,579-100.0% |
| Admin fee / account holder | $0 | $65-100.0% | $4,815-100.0% | $57-100.0% |