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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 | $77,623 | $54,245+43.1% | $93,727-17.2% | $77,762-0.2% |
| Participation rate | 97.1% | 63.9%+33.2pp | 68.7%+28.4pp | 70.6%+26.6pp |
| Annual return | 5.11% | 30.58%-25.5pp | 133.83%-128.7pp | 31.27%-26.2pp |
| Employer contribution / active EE | $6,405 | $1,168+448.6% | $2,421+164.5% | $2,728+134.8% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |