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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 | $103,330 | $80,211+28.8% | $74,184+39.3% | $63,975+61.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.8pp |
| Annual return | 6.40% | 14.13%-7.7pp | 17.74%-11.3pp | 48.65%-42.3pp |
| Employer contribution / active EE | $2,636 | $2,553+3.2% | $2,370+11.2% | $2,182+20.8% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |