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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 | $126,681 | $78,672+61.0% | $109,163+16.0% | $85,856+47.6% |
| Participation rate | 96.6% | 68.3%+28.3pp | 75.9%+20.7pp | 69.3%+27.3pp |
| Annual return | 4.46% | 25.09%-20.6pp | 25.75%-21.3pp | 318.58%-314.1pp |
| Employer contribution / active EE | $14,814 | $2,734+441.9% | $3,723+298.0% | $2,565+477.5% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,754-100.0% | $6,261-100.0% |