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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 | $129,990 | $110,282+17.9% | $102,423+26.9% | $199,921-35.0% |
| Participation rate | 99.0% | 86.3%+12.7pp | 76.5%+22.5pp | 72.0%+27.0pp |
| Annual return | 7.35% | 35.75%-28.4pp | 29.42%-22.1pp | 34.28%-26.9pp |
| Employer contribution / active EE | $3,175 | $3,603-11.9% | $3,023+5.0% | $3,035+4.6% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,054-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,455-100.0% | $269-100.0% |