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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 | $135,930 | $144,879-6.2% | $111,319+22.1% | $93,010+46.1% |
| Participation rate | 100.0% | 86.1%+13.8pp | 77.3%+22.6pp | 73.9%+26.1pp |
| Annual return | 6.92% | 18.11%-11.2pp | 54.68%-47.8pp | 158.70%-151.8pp |
| Employer contribution / active EE | $4,342 | $3,052+42.3% | $2,732+59.0% | $2,705+60.5% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $7,966-100.0% | $152-100.0% |