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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 | $110,509 | $91,120+21.3% | $161,149-31.4% | $64,097+72.4% |
| Participation rate | 96.5% | 62.2%+34.3pp | 78.8%+17.7pp | 55.2%+41.3pp |
| Annual return | 12.06% | 17.95%-5.9pp | 21.16%-9.1pp | 34.64%-22.6pp |
| Employer contribution / active EE | $1,433 | $2,284-37.3% | $4,360-67.1% | $1,891-24.3% |
| Participant deferral / active EE | $2,776 | $3,708-25.1% | $6,153-54.9% | $3,080-9.9% |
| Admin fee / account holder | $0 | $4,535-100.0% | $15,194-100.0% | $3,454-100.0% |