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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 | $74,275 | $80,753-8.0% | $136,298-45.5% | $62,293+19.2% |
| Participation rate | 99.0% | 73.5%+25.4pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 2.66% | 35.83%-33.2pp | 5156.27%-5153.6pp | 28.90%-26.2pp |
| Employer contribution / active EE | $9,510 | $2,884+229.8% | $4,696+102.5% | $2,042+365.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $525-99.5% | $9,244-100.0% | $479-99.5% |