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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 | $243,929 | $87,106+180.0% | $105,607+131.0% | $80,935+201.4% |
| Participation rate | 97.8% | 70.4%+27.4pp | 75.3%+22.5pp | 67.7%+30.1pp |
| Annual return | 0.70% | 17.01%-16.3pp | 116.11%-115.4pp | 35.66%-35.0pp |
| Employer contribution / active EE | $3,819 | $2,396+59.4% | $3,167+20.6% | $2,757+38.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,447-100.0% | $10,958-100.0% | $6,924-100.0% |