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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 | $209,524 | $76,112+175.3% | $96,544+117.0% | $71,529+192.9% |
| Participation rate | 98.1% | 74.4%+23.7pp | 76.0%+22.1pp | 67.9%+30.1pp |
| Annual return | 8.18% | 22.80%-14.6pp | 25.88%-17.7pp | 28.97%-20.8pp |
| Employer contribution / active EE | $20,192 | $2,248+798.3% | $2,966+580.7% | $2,590+679.7% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $23 | $2,708-99.2% | $8,254-99.7% | $1,588-98.6% |