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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 | $96,824 | $80,177+20.8% | $123,894-21.8% | $57,658+67.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 3.18% | 17.90%-14.7pp | 47.52%-44.3pp | 5.13%-1.9pp |
| Employer contribution / active EE | $8,481 | $2,913+191.2% | $4,617+83.7% | $1,974+329.7% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |