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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 | $188,875 | $99,140+90.5% | $96,569+95.6% | $74,434+153.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 6.89% | 22.41%-15.5pp | 25.87%-19.0pp | 34.37%-27.5pp |
| Employer contribution / active EE | $3,213 | $2,571+24.9% | $2,965+8.4% | $2,638+21.8% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,251-100.0% | $348-100.0% |