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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 | $104,052 | $88,730+17.3% | $82,312+26.4% | $77,958+33.5% |
| Participation rate | 100.0% | 84.5%+15.4pp | 76.9%+23.1pp | 71.6%+28.3pp |
| Annual return | 5.10% | 20.88%-15.8pp | 25.88%-20.8pp | 20.87%-15.8pp |
| Employer contribution / active EE | $2,584 | $2,758-6.3% | $2,428+6.4% | $2,310+11.8% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |