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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 | $174,884 | $80,748+116.6% | $102,383+70.8% | $74,429+135.0% |
| Participation rate | 72.9% | 65.7%+7.3pp | 74.5%-1.6pp | 67.2%+5.7pp |
| Annual return | 6.15% | 27.57%-21.4pp | 24.94%-18.8pp | 1368.38%-1362.2pp |
| Employer contribution / active EE | $15,687 | $3,159+396.5% | $3,870+305.3% | $2,625+497.6% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3 | $2,371-99.9% | $8,391-100.0% | $1,944-99.8% |