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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 | $80,731+5.6% | $103,374-17.5% | $74,546+14.3% |
| Participation rate | 97.3% | 65.7%+31.6pp | 74.5%+22.8pp | 67.2%+30.1pp |
| Annual return | 3.13% | 27.56%-24.4pp | 24.89%-21.8pp | 1366.03%-1362.9pp |
| Employer contribution / active EE | $6,443 | $3,158+104.0% | $3,869+66.5% | $2,624+145.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |