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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 | $50,860+388.0% | $155,574+59.5% | $77,714+219.3% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 5.64% | 34.86%-29.2pp | 64.87%-59.2pp | 31.26%-25.6pp |
| Employer contribution / active EE | $3,361 | $1,991+68.8% | $4,676-28.1% | $2,727+23.3% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $5,629-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,914-100.0% | $433-100.0% |