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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 | $116,660 | $105,173+10.9% | $87,102+33.9% | $77,775+50.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 9.26% | 24.52%-15.3pp | 28.19%-18.9pp | 32.58%-23.3pp |
| Employer contribution / active EE | $4,430 | $2,890+53.3% | $2,521+75.7% | $2,504+76.9% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $7,493-100.0% | $100-100.0% |