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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 | $128,428 | $73,978+73.6% | $96,515+33.1% | $75,173+70.8% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | 0.77% | 26.72%-26.0pp | 35.73%-35.0pp | 160.72%-160.0pp |
| Employer contribution / active EE | $4,699 | $2,931+60.3% | $3,740+25.7% | $2,671+75.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |