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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 | $98,693 | $66,180+49.1% | $118,746-16.9% | $62,293+58.4% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 3.45% | 60.89%-57.4pp | 24.54%-21.1pp | 28.90%-25.4pp |
| Employer contribution / active EE | $3,846 | $3,183+20.8% | $4,193-8.3% | $2,042+88.3% |
| Participant deferral / active EE | $0 | $4,247-100.0% | $5,332-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $753-100.0% | $10,720-100.0% | $479-100.0% |