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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 | $215,451 | $91,474+135.5% | $135,982+58.4% | $71,529+201.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 3.30% | 29.89%-26.6pp | 68.32%-65.0pp | 28.97%-25.7pp |
| Employer contribution / active EE | $11,138 | $3,705+200.6% | $4,859+129.2% | $2,590+330.1% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |