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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 | $78,652 | $88,360-11.0% | $145,433-45.9% | $67,986+15.7% |
| Participation rate | 96.8% | 65.5%+31.4pp | 82.1%+14.7pp | 57.2%+39.6pp |
| Annual return | 3.27% | 63.15%-59.9pp | 66.58%-63.3pp | 31.67%-28.4pp |
| Employer contribution / active EE | $5,311 | $3,054+73.9% | $4,554+16.6% | $2,019+163.1% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |