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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 | $134,282 | $78,682+70.7% | $109,188+23.0% | $85,851+56.4% |
| Participation rate | 98.7% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.4pp |
| Annual return | 1.92% | 25.09%-23.2pp | 25.76%-23.8pp | 318.63%-316.7pp |
| Employer contribution / active EE | $12,866 | $2,734+370.6% | $3,723+245.6% | $2,565+401.5% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |