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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 | $106,255 | $2,703,213-96.1% | $165,100-35.6% | $200,096-46.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 78.6%+21.4pp | 72.0%+28.0pp |
| Annual return | 12.63% | 17.97%-5.3pp | 70.21%-57.6pp | 34.26%-21.6pp |
| Employer contribution / active EE | $1,211 | $2,973-59.3% | $4,348-72.1% | $3,038-60.1% |
| Participant deferral / active EE | $5,975 | $5,021+19.0% | $6,035-1.0% | $5,090+17.4% |
| Admin fee / account holder | $95 | $1,999-95.2% | $12,696-99.3% | $269-64.7% |