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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 | $68,426 | $63,114+8.4% | $92,909-26.4% | $65,185+5.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 1.10% | 28.75%-27.7pp | 109.44%-108.3pp | 29.38%-28.3pp |
| Employer contribution / active EE | $14,751 | $2,571+473.8% | $3,653+303.8% | $2,177+577.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $624-99.0% | $5,795-99.9% | $847-99.3% |