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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 | $114,431 | $69,305+65.1% | $82,312+39.0% | $69,631+64.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 6.54% | 21.47%-14.9pp | 25.88%-19.3pp | 27571.02%-27564.5pp |
| Employer contribution / active EE | $4,507 | $1,887+138.9% | $2,428+85.6% | $2,032+121.8% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-99.6% | $5,608-100.0% | $110-99.7% |