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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 | $145,407 | $64,909+124.0% | $82,312+76.7% | $62,293+133.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.48% | 21.18%-15.7pp | 25.88%-20.4pp | 28.90%-23.4pp |
| Employer contribution / active EE | $6,863 | $1,676+309.5% | $2,428+182.6% | $2,042+236.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |