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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 | $244,107 | $101,795+139.8% | $165,100+47.9% | $80,959+201.5% |
| Participation rate | 99.0% | 71.8%+27.1pp | 78.6%+20.3pp | 67.7%+31.3pp |
| Annual return | 6.59% | 16.73%-10.1pp | 70.21%-63.6pp | 35.67%-29.1pp |
| Employer contribution / active EE | $20,303 | $2,954+587.4% | $4,348+366.9% | $2,757+636.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |