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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 | $248,176 | $50,820+388.3% | $155,567+59.5% | $77,671+219.5% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 5.64% | 34.85%-29.2pp | 64.74%-59.1pp | 31.21%-25.6pp |
| Employer contribution / active EE | $3,361 | $1,993+68.7% | $4,674-28.1% | $2,726+23.3% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,916-100.0% | $430-100.0% |