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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 | $189,297 | $76,696+146.8% | $96,538+96.1% | $71,529+164.6% |
| Participation rate | 88.9% | 66.6%+22.4pp | 74.3%+14.6pp | 67.9%+21.0pp |
| Annual return | 10.21% | 48.32%-38.1pp | 35.74%-25.5pp | 28.97%-18.8pp |
| Employer contribution / active EE | $4,656 | $3,032+53.6% | $3,740+24.5% | $2,590+79.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $2,030-100.0% | $6,737-100.0% | $1,588-99.9% |