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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 | $45,092 | $85,135-47.0% | $98,920-54.4% | $73,412-38.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 8.22% | 19.14%-10.9pp | 196.47%-188.3pp | 59.30%-51.1pp |
| Employer contribution / active EE | $5,556 | $2,721+104.2% | $2,689+106.6% | $2,234+148.7% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |