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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 | $80,781+116.5% | $102,437+70.7% | $74,478+134.8% |
| Participation rate | 72.9% | 65.7%+7.3pp | 74.5%-1.6pp | 67.2%+5.7pp |
| Annual return | 6.15% | 27.58%-21.4pp | 24.95%-18.8pp | 1370.56%-1364.4pp |
| Employer contribution / active EE | $15,687 | $3,160+396.4% | $3,871+305.3% | $2,626+497.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3 | $2,372-99.9% | $8,388-100.0% | $1,946-99.8% |