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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 | $51,184+58.5% | $66,439+22.1% | $86,983-6.7% |
| Participation rate | 90.6% | 68.5%+22.1pp | 74.5%+16.1pp | 69.5%+21.1pp |
| Annual return | 9.64% | 17.07%-7.4pp | 757.66%-748.0pp | 25.83%-16.2pp |
| Employer contribution / active EE | $2,073 | $2,023+2.5% | $2,637-21.4% | $2,584-19.8% |
| Participant deferral / active EE | $3,148 | $2,927+7.5% | $3,876-18.8% | $4,194-24.9% |
| Admin fee / account holder | $1 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |