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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 | $193,650 | $69,383+179.1% | $101,275+91.2% | $73,497+163.5% |
| Participation rate | 96.6% | 68.4%+28.3pp | 75.8%+20.8pp | 70.7%+26.0pp |
| Annual return | 10.91% | 18.46%-7.6pp | 46.48%-35.6pp | 28.51%-17.6pp |
| Employer contribution / active EE | $19,580 | $2,628+644.9% | $3,660+435.0% | $2,270+762.5% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.8% | $5,948-100.0% | $513-99.7% |