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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 | $99,986 | $76,642+30.5% | $146,866-31.9% | $65,306+53.1% |
| Participation rate | 99.6% | 61.2%+38.3pp | 82.5%+17.1pp | 57.7%+41.9pp |
| Annual return | 3.99% | 33.40%-29.4pp | 102.85%-98.9pp | 21.94%-17.9pp |
| Employer contribution / active EE | $11,760 | $2,621+348.8% | $4,425+165.8% | $1,967+497.8% |
| Participant deferral / active EE | $0 | $4,864-100.0% | $7,759-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $3,960-100.0% | $13,620-100.0% | $3,480-100.0% |