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 | $93,504 | $41,850+123.4% | $96,583-3.2% | $101,555-7.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.8%+30.2pp | 74.5%+25.5pp |
| Annual return | 9.12% | 16.51%-7.4pp | 37.79%-28.7pp | 21.00%-11.9pp |
| Employer contribution / active EE | $4,507 | $929+385.3% | $2,357+91.2% | $2,972+51.6% |
| Participant deferral / active EE | $0 | $1,934-100.0% | $3,850-100.0% | $4,874-100.0% |
| Admin fee / account holder | $0 | $73-99.8% | $6,184-100.0% | $139-99.9% |