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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 | $63,762 | $80,177-20.5% | $123,894-48.5% | $57,658+10.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 6.25% | 17.90%-11.6pp | 47.52%-41.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $3,031 | $2,913+4.1% | $4,617-34.4% | $1,974+53.6% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |