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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 | $124,706 | $89,123+39.9% | $102,460+21.7% | $77,762+60.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 2.94% | 25.05%-22.1pp | 29.47%-26.5pp | 31.27%-28.3pp |
| Employer contribution / active EE | $4,960 | $2,700+83.7% | $3,025+64.0% | $2,728+81.8% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |