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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 | $109,776 | $76,696+43.1% | $96,515+13.7% | $71,511+53.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 4.48% | 48.32%-43.8pp | 35.73%-31.3pp | 28.86%-24.4pp |
| Employer contribution / active EE | $4,392 | $3,032+44.9% | $3,740+17.4% | $2,589+69.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $24 | $2,030-98.8% | $6,735-99.6% | $1,588-98.5% |