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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 | $103,681 | $91,746+13.0% | $146,643-29.3% | $93,010+11.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 80.1%+19.9pp | 73.9%+26.1pp |
| Annual return | 12.89% | 18.28%-5.4pp | 22.75%-9.9pp | 158.70%-145.8pp |
| Employer contribution / active EE | $1,064 | $2,815-62.2% | $4,137-74.3% | $2,705-60.7% |
| Participant deferral / active EE | $5,064 | $4,589+10.3% | $5,506-8.0% | $4,561+11.0% |
| Admin fee / account holder | $210 | $101+107.3% | $10,280-98.0% | $152+38.2% |