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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 | $222,511 | $87,834+153.3% | $133,975+66.1% | $62,881+253.9% |
| Participation rate | 91.8% | 83.4%+8.4pp | 87.1%+4.7pp | 69.3%+22.5pp |
| Annual return | 4.38% | 12.05%-7.7pp | 29.29%-24.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $11,486 | $3,482+229.8% | $5,211+120.4% | $2,281+403.6% |
| Participant deferral / active EE | $11,292 | $4,812+134.7% | $6,282+79.8% | $3,203+252.5% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |