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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 | $50,554+60.5% | $67,681+19.9% | $87,485-7.3% |
| Participation rate | 90.6% | 67.7%+22.9pp | 73.7%+16.9pp | 68.9%+21.7pp |
| Annual return | 9.64% | 17.81%-8.2pp | 590.58%-580.9pp | 26.06%-16.4pp |
| Employer contribution / active EE | $2,073 | $1,988+4.3% | $2,678-22.6% | $2,596-20.2% |
| Participant deferral / active EE | $3,148 | $2,961+6.3% | $3,976-20.8% | $4,274-26.3% |
| Admin fee / account holder | $1 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |