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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 | $97,067 | $101,778-4.6% | $164,975-41.2% | $80,925+19.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 3.30% | 16.73%-13.4pp | 70.12%-66.8pp | 35.65%-32.3pp |
| Employer contribution / active EE | $22,771 | $2,954+670.9% | $4,343+424.4% | $2,756+726.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,688-100.0% | $6,940-100.0% |