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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 | $173,527 | $99,201+74.9% | $96,544+79.7% | $74,473+133.0% |
| Participation rate | 99.3% | 80.7%+18.6pp | 76.0%+23.3pp | 70.7%+28.6pp |
| Annual return | 3.22% | 22.40%-19.2pp | 25.88%-22.7pp | 34.36%-31.1pp |
| Employer contribution / active EE | $20,942 | $2,570+714.8% | $2,966+606.0% | $2,638+693.8% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1 | $225-99.7% | $8,254-100.0% | $347-99.8% |