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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 | $128,592 | $164,864-22.0% | $453,569-71.6% | $93,010+38.3% |
| Participation rate | 98.3% | 84.2%+14.1pp | 78.0%+20.3pp | 73.9%+24.4pp |
| Annual return | 9.40% | 17.89%-8.5pp | 64.43%-55.0pp | 158.70%-149.3pp |
| Employer contribution / active EE | $2,517 | $3,519-28.5% | $4,072-38.2% | $2,705-7.0% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $6,211-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $11,214-100.0% | $152-100.0% |