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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 | $137,762 | $52,682+161.5% | $78,004+76.6% | $64,097+114.9% |
| Participation rate | 99.1% | 47.7%+51.4pp | 69.4%+29.6pp | 55.2%+43.9pp |
| Annual return | 5.08% | 22.45%-17.4pp | 31.07%-26.0pp | 34.64%-29.6pp |
| Employer contribution / active EE | $4,098 | $1,323+209.7% | $2,469+66.0% | $1,891+116.7% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $4,092-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $7,578-100.0% | $3,454-100.0% |