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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 | $179,655 | $78,275+129.5% | $109,191+64.5% | $86,828+106.9% |
| Participation rate | 99.3% | 73.8%+25.5pp | 75.9%+23.4pp | 72.3%+27.0pp |
| Annual return | 1.66% | 19.14%-17.5pp | 25.76%-24.1pp | 97.95%-96.3pp |
| Employer contribution / active EE | $8,870 | $3,105+185.7% | $3,723+138.3% | $2,406+268.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,756-100.0% | $170-100.0% |