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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 | $58,067 | $61,391-5.4% | $149,723-61.2% | $71,529-18.8% |
| Participation rate | 87.4% | 62.5%+24.9pp | 78.8%+8.6pp | 67.9%+19.4pp |
| Annual return | 11.10% | 35.88%-24.8pp | 134.50%-123.4pp | 28.97%-17.9pp |
| Employer contribution / active EE | $3,634 | $2,384+52.5% | $4,821-24.6% | $2,590+40.3% |
| Participant deferral / active EE | $3,560 | $2,921+21.9% | $5,682-37.3% | $4,291-17.0% |
| Admin fee / account holder | $173 | $1,264-86.3% | $13,215-98.7% | $1,588-89.1% |