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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 | $89,465-4.1% | $165,100-48.0% | $77,762+10.3% |
| Participation rate | 98.6% | 78.6%+20.0pp | 78.6%+20.0pp | 70.6%+28.0pp |
| Annual return | 4.51% | 28.86%-24.4pp | 70.21%-65.7pp | 31.27%-26.8pp |
| Employer contribution / active EE | $4,427 | $2,565+72.6% | $4,348+1.8% | $2,728+62.3% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |