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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 | $104,455 | $73,638+41.8% | $95,960+8.9% | $73,493+42.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 5.05% | 16.78%-11.7pp | 91.63%-86.6pp | 28.51%-23.5pp |
| Employer contribution / active EE | $9,185 | $1,863+393.0% | $2,541+261.4% | $2,270+304.6% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |