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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 | $225,456 | $51,466+338.1% | $78,778+186.2% | $62,293+261.9% |
| Participation rate | 98.0% | 59.8%+38.2pp | 69.2%+28.8pp | 69.5%+28.5pp |
| Annual return | 6.90% | 19.96%-13.1pp | 35.62%-28.7pp | 28.90%-22.0pp |
| Employer contribution / active EE | $13,453 | $827+1526.2% | $1,986+577.5% | $2,042+558.7% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |