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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 | $87,476 | $101,795-14.1% | $165,100-47.0% | $80,959+8.0% |
| Participation rate | 98.8% | 71.8%+26.9pp | 78.6%+20.1pp | 67.7%+31.1pp |
| Annual return | 4.28% | 16.73%-12.4pp | 70.21%-65.9pp | 35.67%-31.4pp |
| Employer contribution / active EE | $9,525 | $2,954+222.5% | $4,348+119.1% | $2,757+245.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |