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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 | $71,531 | $120,450-40.6% | $159,495-55.2% | $93,010-23.1% |
| Participation rate | 95.7% | 78.0%+17.7pp | 82.8%+12.9pp | 73.9%+21.8pp |
| Annual return | 12.72% | 27.11%-14.4pp | 263.72%-251.0pp | 158.70%-146.0pp |
| Employer contribution / active EE | $3,910 | $3,526+10.9% | $4,831-19.1% | $2,705+44.5% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,354-100.0% | $4,561-100.0% |
| Admin fee / account holder | $5 | $137-96.3% | $10,804-100.0% | $152-96.6% |