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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 | $89,279 | $83,023+7.5% | $102,437-12.8% | $77,762+14.8% |
| Participation rate | 98.8% | 71.5%+27.2pp | 74.5%+24.3pp | 70.6%+28.2pp |
| Annual return | 3.40% | 19.12%-15.7pp | 24.95%-21.5pp | 31.27%-27.9pp |
| Employer contribution / active EE | $8,034 | $3,552+126.2% | $3,871+107.6% | $2,728+194.5% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $4 | $639-99.4% | $8,388-100.0% | $433-99.1% |