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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 | $142,658 | $47,848+198.1% | $81,473+75.1% | $70,126+103.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 2.41% | 27.25%-24.8pp | 38.78%-36.4pp | 73.15%-70.7pp |
| Employer contribution / active EE | $12,339 | $1,527+708.0% | $2,568+380.5% | $2,343+426.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $33 | $3,145-99.0% | $4,561-99.3% | $4,645-99.3% |