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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 | $63,534 | $136,307-53.4% | $177,827-64.3% | $73,493-13.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 7.90% | 18.68%-10.8pp | 48.32%-40.4pp | 28.51%-20.6pp |
| Employer contribution / active EE | $16,668 | $3,712+349.0% | $5,918+181.6% | $2,270+634.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,429-100.0% | $513-100.0% |