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 | $90,738 | $40,984+121.4% | $90,974-0.3% | $93,223-2.7% |
| Participation rate | 100.0% | 59.7%+40.3pp | 69.0%+31.0pp | 74.9%+25.1pp |
| Annual return | 3.13% | 17.56%-14.4pp | 134.60%-131.5pp | 19.29%-16.2pp |
| Employer contribution / active EE | $4,489 | $840+434.4% | $2,122+111.6% | $2,680+67.5% |
| Participant deferral / active EE | $0 | $1,856-100.0% | $3,373-100.0% | $4,563-100.0% |
| Admin fee / account holder | $0 | $75-99.4% | $5,961-100.0% | $79-99.4% |