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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 | $93,575 | $85,515+9.4% | $112,040-16.5% | $67,986+37.6% |
| Participation rate | 99.5% | 68.2%+31.3pp | 76.5%+23.0pp | 57.2%+42.3pp |
| Annual return | 0.29% | 29.68%-29.4pp | 24.52%-24.2pp | 31.67%-31.4pp |
| Employer contribution / active EE | $10,237 | $2,191+367.2% | $2,954+246.5% | $2,019+407.1% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |