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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 | $51,604 | $84,940-39.2% | $111,306-53.6% | $79,389-35.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 4.98% | 17.45%-12.5pp | 54.67%-49.7pp | 116.89%-111.9pp |
| Employer contribution / active EE | $4,285 | $1,979+116.5% | $2,732+56.9% | $2,428+76.5% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |