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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 | $107,514 | $50,175+114.3% | $99,470+8.1% | $65,185+64.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | -0.35% | 25.36%-25.7pp | 30.72%-31.1pp | 29.38%-29.7pp |
| Employer contribution / active EE | $6,809 | $1,496+355.2% | $2,540+168.1% | $2,177+212.8% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $6,252-100.0% | $847-100.0% |