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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 | $103,999 | $104,336-0.3% | $159,495-34.8% | $86,828+19.8% |
| Participation rate | 84.3% | 77.7%+6.6pp | 82.8%+1.5pp | 72.3%+12.0pp |
| Annual return | 12.91% | 26.32%-13.4pp | 263.72%-250.8pp | 97.95%-85.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $5,723 | $6,837-16.3% | $7,354-22.2% | $4,132+38.5% |
| Admin fee / account holder | $12 | $172-92.9% | $10,804-99.9% | $170-92.8% |