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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 | $88,286 | $61,616+43.3% | $105,754-16.5% | $55,167+60.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.9%+21.1pp | 69.0%+31.0pp |
| Annual return | 3.55% | 11.15%-7.6pp | 12.25%-8.7pp | 169.23%-165.7pp |
| Employer contribution / active EE | $3,419 | $3,043+12.4% | $4,079-16.2% | $1,963+74.2% |
| Participant deferral / active EE | $0 | $4,213-100.0% | $5,326-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $379-100.0% | $8,309-100.0% | $504-100.0% |