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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 | $65,852 | $69,977-5.9% | $108,582-39.4% | $62,881+4.7% |
| Participation rate | 96.4% | 72.9%+23.5pp | 79.6%+16.9pp | 69.3%+27.1pp |
| Annual return | 3.61% | 10.73%-7.1pp | -51.70%+55.3pp | 20.14%-16.5pp |
| Employer contribution / active EE | $6,954 | $2,135+225.7% | $3,758+85.0% | $2,281+204.9% |
| Participant deferral / active EE | $5,595 | $3,165+76.8% | $4,311+29.8% | $3,203+74.7% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |