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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 | $102,440 | $64,286+59.4% | $90,970+12.6% | $73,412+39.5% |
| Participation rate | 98.8% | 63.6%+35.3pp | 69.0%+29.8pp | 72.2%+26.7pp |
| Annual return | 3.96% | 21.46%-17.5pp | 134.60%-130.6pp | 59.30%-55.3pp |
| Employer contribution / active EE | $6,843 | $895+665.0% | $2,122+222.5% | $2,234+206.4% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,961-100.0% | $158-100.0% |