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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 | $138,414 | $95,369+45.1% | $135,942+1.8% | $74,440+85.9% |
| Participation rate | 99.8% | 78.2%+21.6pp | 81.9%+17.9pp | 70.7%+29.0pp |
| Annual return | 4.90% | 32.72%-27.8pp | 68.28%-63.4pp | 34.37%-29.5pp |
| Employer contribution / active EE | $2,969 | $3,878-23.4% | $4,858-38.9% | $2,638+12.6% |
| Participant deferral / active EE | $0 | $7,788-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $9 | $266-96.7% | $10,764-99.9% | $348-97.4% |