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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 | $157,769 | $99,201+59.0% | $96,544+63.4% | $74,473+111.8% |
| Participation rate | 96.4% | 80.7%+15.8pp | 76.0%+20.5pp | 70.7%+25.7pp |
| Annual return | 2.16% | 22.40%-20.2pp | 25.88%-23.7pp | 34.36%-32.2pp |
| Employer contribution / active EE | $11,687 | $2,570+354.7% | $2,966+294.0% | $2,638+343.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |