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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 | $119,410 | $75,058+59.1% | $152,301-21.6% | $64,340+85.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 2.53% | 29.93%-27.4pp | 80.50%-78.0pp | 24.14%-21.6pp |
| Employer contribution / active EE | $6,559 | $2,605+151.8% | $4,624+41.8% | $1,862+252.3% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,050-100.0% | $14,398-100.0% | $3,703-100.0% |