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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 | $106,183 | $84,940+25.0% | $111,306-4.6% | $79,389+33.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 4.59% | 17.45%-12.9pp | 54.67%-50.1pp | 116.89%-112.3pp |
| Employer contribution / active EE | $5,618 | $1,979+183.8% | $2,732+105.6% | $2,428+131.4% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $537-99.6% | $7,966-100.0% | $626-99.7% |