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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 | $99,328 | $101,955-2.6% | $112,923-12.0% | $71,529+38.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 6.78% | 28.92%-22.1pp | 34.13%-27.3pp | 28.97%-22.2pp |
| Employer contribution / active EE | $10,427 | $4,743+119.8% | $4,570+128.1% | $2,590+302.6% |
| Participant deferral / active EE | $0 | $6,771-100.0% | $6,520-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,395-100.0% | $7,046-100.0% | $1,588-100.0% |