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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 | $109,210 | $89,465+22.1% | $165,071-33.8% | $77,736+40.5% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | 0.21% | 28.86%-28.7pp | 70.17%-70.0pp | 31.26%-31.0pp |
| Employer contribution / active EE | $15,133 | $2,565+490.0% | $4,347+248.1% | $2,728+454.8% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,695-100.0% | $433-100.0% |