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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 | $83,608 | $92,186-9.3% | $105,624-20.8% | $77,762+7.5% |
| Participation rate | 88.1% | 81.0%+7.0pp | 75.3%+12.8pp | 70.6%+17.5pp |
| Annual return | 2.84% | 17.83%-15.0pp | 116.20%-113.4pp | 31.27%-28.4pp |
| Employer contribution / active EE | $5,691 | $3,376+68.6% | $3,168+79.7% | $2,728+108.6% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,961-100.0% | $433-100.0% |