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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 | $85,316 | $86,288-1.1% | $111,306-23.3% | $85,851-0.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 4.01% | 19.99%-16.0pp | 54.67%-50.7pp | 318.63%-314.6pp |
| Employer contribution / active EE | $9,444 | $2,044+362.1% | $2,732+245.7% | $2,565+268.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |