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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 | $103,508 | $63,433+63.2% | $63,803+62.2% | $64,097+61.5% |
| Participation rate | 92.8% | 65.0%+27.8pp | 72.7%+20.1pp | 55.2%+37.6pp |
| Annual return | 10.56% | 20.74%-10.2pp | 543.72%-533.2pp | 34.64%-24.1pp |
| Employer contribution / active EE | $3,457 | $2,332+48.2% | $2,532+36.5% | $1,891+82.7% |
| Participant deferral / active EE | $5,267 | $3,119+68.9% | $3,843+37.1% | $3,080+71.0% |
| Admin fee / account holder | $107 | $1,489-92.8% | $5,196-97.9% | $3,454-96.9% |