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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 | $116,306 | $80,748+44.0% | $102,383+13.6% | $74,429+56.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 3.95% | 27.57%-23.6pp | 24.94%-21.0pp | 1368.38%-1364.4pp |
| Employer contribution / active EE | $3,263 | $3,159+3.3% | $3,870-15.7% | $2,625+24.3% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $6 | $2,371-99.7% | $8,391-99.9% | $1,944-99.7% |