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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 | $102,339 | $76,112+34.5% | $96,534+6.0% | $71,511+43.1% |
| Participation rate | 98.8% | 74.4%+24.4pp | 76.0%+22.8pp | 67.9%+30.9pp |
| Annual return | 5.45% | 22.81%-17.4pp | 25.88%-20.4pp | 28.86%-23.4pp |
| Employer contribution / active EE | $10,972 | $2,248+388.1% | $2,965+270.0% | $2,589+323.8% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |