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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 | $75,345 | $155,795-51.6% | $136,298-44.7% | $69,631+8.2% |
| Participation rate | 99.4% | 75.2%+24.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 5.25% | 232464.33%-232459.1pp | 5156.27%-5151.0pp | 27571.02%-27565.8pp |
| Employer contribution / active EE | $5,743 | $2,991+92.0% | $4,696+22.3% | $2,032+182.6% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |