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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 | $109,289 | $72,273+51.2% | $101,275+7.9% | $79,856+36.9% |
| Participation rate | 98.5% | 68.5%+30.0pp | 75.8%+22.7pp | 69.6%+28.9pp |
| Annual return | 2.74% | 22.30%-19.6pp | 46.48%-43.7pp | 31.71%-29.0pp |
| Employer contribution / active EE | $16,608 | $2,691+517.1% | $3,660+353.8% | $2,471+572.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |