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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 | $76,642+55.8% | $146,866-18.7% | $65,306+82.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 82.5%+17.5pp | 57.7%+42.3pp |
| Annual return | 2.53% | 33.40%-30.9pp | 102.85%-100.3pp | 21.94%-19.4pp |
| Employer contribution / active EE | $6,559 | $2,621+150.3% | $4,425+48.2% | $1,967+233.4% |
| 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% |