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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 | $82,590 | $89,652-7.9% | $141,177-41.5% | $65,185+26.7% |
| Participation rate | 99.1% | 74.7%+24.4pp | 82.5%+16.6pp | 70.2%+28.9pp |
| Annual return | 2.71% | 32.79%-30.1pp | 71.40%-68.7pp | 29.38%-26.7pp |
| Employer contribution / active EE | $10,535 | $3,065+243.7% | $4,736+122.5% | $2,177+384.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,263-100.0% | $847-100.0% |