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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 | $70,889 | $46,534+52.3% | $64,097+10.6% | $75,177-5.7% |
| Participation rate | 93.2% | 65.9%+27.2pp | 72.3%+20.9pp | 67.2%+26.0pp |
| Annual return | 9.34% | 26.07%-16.7pp | 33.75%-24.4pp | 160.75%-151.4pp |
| Employer contribution / active EE | $1,837 | $1,976-7.0% | $2,750-33.2% | $2,671-31.2% |
| Participant deferral / active EE | $3,311 | $2,835+16.8% | $3,881-14.7% | $4,126-19.8% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |