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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 | $140,905 | $95,369+47.7% | $135,942+3.7% | $74,440+89.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 4.39% | 32.72%-28.3pp | 68.28%-63.9pp | 34.37%-30.0pp |
| Employer contribution / active EE | $2,053 | $3,878-47.1% | $4,858-57.7% | $2,638-22.2% |
| Participant deferral / active EE | $0 | $7,788-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,764-100.0% | $348-100.0% |