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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 | $82,972+7.6% | $103,374-13.6% | $77,671+14.9% |
| Participation rate | 98.8% | 71.5%+27.3pp | 74.5%+24.3pp | 70.6%+28.2pp |
| Annual return | 3.40% | 19.14%-15.7pp | 24.89%-21.5pp | 31.21%-27.8pp |
| Employer contribution / active EE | $8,034 | $3,554+126.0% | $3,869+107.6% | $2,726+194.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $4 | $639-99.4% | $8,394-100.0% | $430-99.1% |