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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 | $72,066 | $76,696-6.0% | $96,538-25.3% | $71,529+0.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 10.28% | 48.32%-38.0pp | 35.74%-25.5pp | 28.97%-18.7pp |
| Employer contribution / active EE | $6,822 | $3,032+125.1% | $3,740+82.4% | $2,590+163.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $37 | $2,030-98.2% | $6,737-99.5% | $1,588-97.7% |