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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 | $95,084-1.6% | $140,514-33.4% | $69,733+34.2% |
| Participation rate | 99.5% | 68.7%+30.8pp | 77.8%+21.7pp | 62.5%+37.0pp |
| Annual return | 0.29% | 18.56%-18.3pp | 14.36%-14.1pp | 15.22%-14.9pp |
| Employer contribution / active EE | $10,237 | $2,405+325.6% | $3,378+203.0% | $2,250+354.9% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $4,885-100.0% | $13,697-100.0% | $3,102-100.0% |