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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 | $167,048 | $49,763+235.7% | $70,565+136.7% | $74,473+124.3% |
| Participation rate | 96.0% | 64.6%+31.4pp | 68.4%+27.6pp | 70.7%+25.3pp |
| Annual return | 5.39% | 21.21%-15.8pp | 32.79%-27.4pp | 34.36%-29.0pp |
| Employer contribution / active EE | $29,813 | $1,776+1579.1% | $2,976+901.9% | $2,638+1030.0% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1 | $316-99.8% | $6,430-100.0% | $347-99.8% |