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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 | $172,732 | $64,909+166.1% | $82,312+109.9% | $62,293+177.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.20% | 21.18%-8.0pp | 25.88%-12.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $3,646 | $1,676+117.5% | $2,428+50.1% | $2,042+78.5% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |