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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 | $98,233 | $95,417+3.0% | $135,974-27.8% | $74,460+31.9% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.2pp |
| Annual return | 2.32% | 32.76%-30.4pp | 68.30%-66.0pp | 34.38%-32.1pp |
| Employer contribution / active EE | $2,285 | $3,878-41.1% | $4,859-53.0% | $2,638-13.4% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |