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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 | $54,193+43.2% | $93,669-17.1% | $77,714-0.1% |
| Participation rate | 97.1% | 63.9%+33.2pp | 68.7%+28.4pp | 70.6%+26.6pp |
| Annual return | 5.11% | 30.54%-25.4pp | 133.59%-128.5pp | 31.26%-26.1pp |
| Employer contribution / active EE | $6,405 | $1,168+448.4% | $2,424+164.3% | $2,727+134.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |