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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 | $183,320 | $77,677+136.0% | $109,173+67.9% | $79,391+130.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 9.36% | 23.44%-14.1pp | 25.75%-16.4pp | 116.88%-107.5pp |
| Employer contribution / active EE | $22,424 | $2,798+701.4% | $3,723+502.3% | $2,428+823.6% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |