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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 | $106,537 | $67,703+57.4% | $127,803-16.6% | $65,185+63.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 5.09% | 24.36%-19.3pp | 26.14%-21.1pp | 29.38%-24.3pp |
| Employer contribution / active EE | $3,846 | $3,724+3.3% | $4,576-15.9% | $2,177+76.7% |
| Participant deferral / active EE | $0 | $4,787-100.0% | $6,023-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $9,399-100.0% | $847-100.0% |