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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 | $170,593 | $89,435+90.7% | $164,975+3.4% | $77,714+119.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 2.20% | 28.82%-26.6pp | 70.12%-67.9pp | 31.26%-29.1pp |
| Employer contribution / active EE | $7,882 | $2,563+207.6% | $4,343+81.5% | $2,727+189.1% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |