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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 | $59,595 | $77,908-23.5% | $149,696-60.2% | $75,173-20.7% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 13.11% | 31.73%-18.6pp | 134.46%-121.3pp | 160.72%-147.6pp |
| Employer contribution / active EE | $5,424 | $3,138+72.9% | $4,821+12.5% | $2,671+103.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |