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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 | $86,777 | $63,905+35.8% | $74,184+17.0% | $57,658+50.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 0.66% | 60.60%-59.9pp | 17.74%-17.1pp | 5.13%-4.5pp |
| Employer contribution / active EE | $6,814 | $1,840+270.3% | $2,370+187.5% | $1,974+245.2% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |