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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 | $143,329 | $91,474+56.7% | $135,982+5.4% | $71,529+100.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 3.06% | 29.89%-26.8pp | 68.32%-65.3pp | 28.97%-25.9pp |
| Employer contribution / active EE | $8,587 | $3,705+131.7% | $4,859+76.7% | $2,590+231.6% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $8 | $1,267-99.4% | $10,767-99.9% | $1,588-99.5% |