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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 | $55,457+46.3% | $77,361+4.9% | $94,015-13.7% |
| Participation rate | 90.6% | 69.8%+20.8pp | 75.0%+15.7pp | 70.8%+19.8pp |
| Annual return | 9.64% | 15.57%-5.9pp | 1011.54%-1001.9pp | 17.84%-8.2pp |
| Employer contribution / active EE | $2,073 | $2,255-8.1% | $2,990-30.7% | $2,790-25.7% |
| Participant deferral / active EE | $3,148 | $3,069+2.6% | $3,911-19.5% | $4,249-25.9% |
| Admin fee / account holder | $1 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |