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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 | $89,188 | $112,582-20.8% | $105,624-15.6% | $200,096-55.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 75.3%+24.7pp | 72.0%+28.0pp |
| Annual return | 3.08% | 15.58%-12.5pp | 116.20%-113.1pp | 34.26%-31.2pp |
| Employer contribution / active EE | $5,404 | $4,580+18.0% | $3,168+70.6% | $3,038+77.9% |
| Participant deferral / active EE | $0 | $6,655-100.0% | $5,013-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $10,961-100.0% | $269-100.0% |