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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 | $239,723 | $66,319+261.5% | $93,621+156.1% | $65,185+267.8% |
| Participation rate | 99.1% | 74.0%+25.1pp | 75.8%+23.3pp | 70.2%+28.9pp |
| Annual return | 2.29% | 42.59%-40.3pp | 32.76%-30.5pp | 29.38%-27.1pp |
| Employer contribution / active EE | $10,300 | $2,013+411.7% | $2,719+278.9% | $2,177+373.2% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $6,900-100.0% | $7,890-100.0% | $847-99.8% |