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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 | $110,258+17.9% | $102,460+26.9% | $200,096-35.0% |
| Participation rate | 99.0% | 86.3%+12.7pp | 76.5%+22.5pp | 72.0%+27.0pp |
| Annual return | 7.35% | 35.78%-28.4pp | 29.47%-22.1pp | 34.26%-26.9pp |
| Employer contribution / active EE | $3,175 | $3,605-11.9% | $3,025+4.9% | $3,038+4.5% |
| Participant deferral / active EE | $0 | $6,377-100.0% | $5,056-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |