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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 | $228,904 | $85,515+167.7% | $112,040+104.3% | $67,986+236.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 5.52% | 29.68%-24.2pp | 24.52%-19.0pp | 31.67%-26.1pp |
| Employer contribution / active EE | $3,212 | $2,191+46.6% | $2,954+8.7% | $2,019+59.1% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |