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 | $92,277 | $41,410+122.8% | $84,029+9.8% | $82,204+12.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 69.0%+31.0pp | 73.4%+26.6pp |
| Annual return | 4.89% | 21.09%-16.2pp | 71.32%-66.4pp | 26.31%-21.4pp |
| Employer contribution / active EE | $4,831 | $833+479.8% | $1,984+143.5% | $2,707+78.4% |
| Participant deferral / active EE | $0 | $1,628-100.0% | $3,239-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,102-100.0% | $76-100.0% |