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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 | $89,465+90.7% | $164,866+3.5% | $77,671+119.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 2.20% | 28.81%-26.6pp | 69.97%-67.8pp | 31.21%-29.0pp |
| Employer contribution / active EE | $7,882 | $2,568+207.0% | $4,343+81.5% | $2,726+189.1% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,689-100.0% | $430-100.0% |