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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 | $73,357 | $50,554+45.1% | $67,681+8.4% | $87,485-16.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.44% | 17.81%-7.4pp | 590.58%-580.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,800 | $1,988-9.5% | $2,678-32.8% | $2,596-30.7% |
| Participant deferral / active EE | $3,654 | $2,961+23.4% | $3,976-8.1% | $4,274-14.5% |
| Admin fee / account holder | $1 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |