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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 | $191,882 | $78,419+144.7% | $133,978+43.2% | $73,412+161.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 4.83% | 33.35%-28.5pp | 45.10%-40.3pp | 59.30%-54.5pp |
| Employer contribution / active EE | $13,618 | $2,044+566.4% | $3,919+247.5% | $2,234+509.7% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,930-100.0% | $158-100.0% |