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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 | $73,096 | $44,425+64.5% | $67,834+7.8% | $55,167+32.5% |
| Participation rate | 99.4% | 59.7%+39.7pp | 68.8%+30.6pp | 69.0%+30.4pp |
| Annual return | 2.69% | 17.80%-15.1pp | 138.47%-135.8pp | 169.23%-166.5pp |
| Employer contribution / active EE | $8,841 | $1,351+554.2% | $2,403+267.9% | $1,963+350.5% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |