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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 | $47,479+70.9% | $62,929+28.9% | $82,448-1.6% |
| Participation rate | 90.6% | 66.9%+23.8pp | 73.1%+17.5pp | 68.1%+22.6pp |
| Annual return | 9.64% | 20.34%-10.7pp | 1063.93%-1054.3pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,073 | $1,885+10.0% | $2,505-17.2% | $2,551-18.7% |
| Participant deferral / active EE | $3,148 | $2,870+9.7% | $3,888-19.0% | $4,139-23.9% |
| Admin fee / account holder | $1 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |