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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 | $183,333 | $78,670+133.0% | $109,173+67.9% | $85,847+113.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 4.95% | 25.09%-20.1pp | 25.75%-20.8pp | 318.61%-313.7pp |
| Employer contribution / active EE | $12,733 | $2,734+365.8% | $3,723+242.0% | $2,565+396.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |