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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 | $186,640 | $53,128+251.3% | $86,582+115.6% | $70,126+166.2% |
| Participation rate | 98.3% | 65.3%+33.0pp | 73.5%+24.8pp | 69.5%+28.8pp |
| Annual return | 4.54% | 27.66%-23.1pp | 965.08%-960.5pp | 73.15%-68.6pp |
| Employer contribution / active EE | $9,133 | $2,068+341.6% | $2,839+221.6% | $2,343+289.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |