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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 | $120,154 | $155,795-22.9% | $136,298-11.8% | $69,631+72.6% |
| Participation rate | 99.6% | 75.2%+24.3pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | 4.70% | 232464.33%-232459.6pp | 5156.27%-5151.6pp | 27571.02%-27566.3pp |
| Employer contribution / active EE | $7,758 | $2,991+159.4% | $4,696+65.2% | $2,032+281.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |