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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 | $194,024 | $58,336+232.6% | $97,197+99.6% | $199,921-2.9% |
| Participation rate | 99.7% | 63.8%+35.9pp | 72.7%+27.0pp | 72.0%+27.7pp |
| Annual return | 5.24% | 32.81%-27.6pp | 75.47%-70.2pp | 34.28%-29.0pp |
| Employer contribution / active EE | $7,304 | $1,416+415.7% | $2,723+168.2% | $3,035+140.6% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,263-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,637-100.0% | $269-100.0% |