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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 | $85,785 | $89,435-4.1% | $164,975-48.0% | $77,714+10.4% |
| Participation rate | 98.6% | 78.6%+20.0pp | 78.6%+20.0pp | 70.6%+28.1pp |
| Annual return | 4.51% | 28.82%-24.3pp | 70.12%-65.6pp | 31.26%-26.7pp |
| Employer contribution / active EE | $4,427 | $2,563+72.7% | $4,343+1.9% | $2,727+62.3% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |