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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 | $85,236 | $80,781+5.5% | $102,437-16.8% | $74,478+14.4% |
| Participation rate | 97.3% | 65.7%+31.6pp | 74.5%+22.8pp | 67.2%+30.1pp |
| Annual return | 3.13% | 27.58%-24.4pp | 24.95%-21.8pp | 1370.56%-1367.4pp |
| Employer contribution / active EE | $6,443 | $3,160+103.9% | $3,871+66.5% | $2,626+145.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |