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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 | $81,126 | $48,011+69.0% | $63,803+27.2% | $82,637-1.8% |
| Participation rate | 90.6% | 66.6%+24.1pp | 72.7%+17.9pp | 68.1%+22.6pp |
| Annual return | 9.64% | 19.84%-10.2pp | 543.72%-534.1pp | 53.51%-43.9pp |
| Employer contribution / active EE | $2,073 | $1,904+8.9% | $2,532-18.1% | $2,552-18.8% |
| Participant deferral / active EE | $3,148 | $2,846+10.6% | $3,843-18.1% | $4,126-23.7% |
| Admin fee / account holder | $1 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |