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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 | $50,919+387.4% | $155,556+59.5% | $77,762+219.1% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 5.64% | 34.84%-29.2pp | 64.84%-59.2pp | 31.27%-25.6pp |
| Employer contribution / active EE | $3,361 | $1,991+68.8% | $4,675-28.1% | $2,728+23.2% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |