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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 | $79,867+186.6% | $120,344+90.2% | $64,340+255.8% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 5.52% | 21.10%-15.6pp | 20.30%-14.8pp | 24.14%-18.6pp |
| Employer contribution / active EE | $3,212 | $1,925+66.9% | $3,020+6.4% | $1,862+72.5% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,039-100.0% | $12,742-100.0% | $3,703-100.0% |