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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 | $77,975 | $63,114+23.5% | $92,909-16.1% | $65,185+19.6% |
| Participation rate | 88.3% | 68.8%+19.5pp | 76.0%+12.3pp | 70.2%+18.1pp |
| Annual return | 15.13% | 28.75%-13.6pp | 109.44%-94.3pp | 29.38%-14.3pp |
| Employer contribution / active EE | $9,920 | $2,571+285.9% | $3,653+171.5% | $2,177+355.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $624-99.9% | $5,795-100.0% | $847-99.9% |