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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 | $156,237 | $82,783+88.7% | $133,982+16.6% | $90,274+73.1% |
| Participation rate | 99.4% | 81.3%+18.1pp | 79.8%+19.5pp | 73.4%+26.0pp |
| Annual return | 1.92% | 21.89%-20.0pp | 45.10%-43.2pp | 53.97%-52.1pp |
| Employer contribution / active EE | $6,321 | $2,388+164.7% | $3,919+61.3% | $2,523+150.5% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,047-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $8,930-100.0% | $114-100.0% |