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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 | $63,272 | $93,598-32.4% | $135,974-53.5% | $75,173-15.8% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 1.05% | 30.89%-29.8pp | 68.30%-67.3pp | 160.72%-159.7pp |
| Employer contribution / active EE | $11,991 | $3,538+238.9% | $4,859+146.8% | $2,671+348.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |