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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 | $30,452 | $89,652-66.0% | $141,191-78.4% | $65,185-53.3% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.5%+14.4pp | 70.2%+26.7pp |
| Annual return | 1.08% | 32.79%-31.7pp | 71.41%-70.3pp | 29.38%-28.3pp |
| Employer contribution / active EE | $19,556 | $3,065+538.1% | $4,736+312.9% | $2,177+798.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $569-99.6% | $10,264-100.0% | $847-99.7% |