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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 | $95,474 | $61,166+56.1% | $185,849-48.6% | $79,391+20.3% |
| Participation rate | 95.2% | 66.6%+28.6pp | 81.7%+13.5pp | 70.7%+24.5pp |
| Annual return | 2.74% | 19.45%-16.7pp | 122.10%-119.4pp | 116.88%-114.1pp |
| Employer contribution / active EE | $11,235 | $2,321+384.1% | $5,169+117.4% | $2,428+362.7% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |