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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 | $95,084+140.7% | $140,514+62.9% | $69,733+228.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 5.52% | 18.56%-13.0pp | 14.36%-8.8pp | 15.22%-9.7pp |
| Employer contribution / active EE | $3,212 | $2,405+33.6% | $3,378-4.9% | $2,250+42.7% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $13,697-100.0% | $3,102-100.0% |