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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% | $164,866-33.8% | $77,671+40.6% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | 0.21% | 28.81%-28.6pp | 69.97%-69.8pp | 31.21%-31.0pp |
| Employer contribution / active EE | $15,133 | $2,568+489.4% | $4,343+248.5% | $2,726+455.0% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,689-100.0% | $430-100.0% |