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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 | $95,860 | $78,682+21.8% | $109,188-12.2% | $85,851+11.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.21% | 25.09%-14.9pp | 25.76%-15.5pp | 318.63%-308.4pp |
| Employer contribution / active EE | $10,584 | $2,734+287.2% | $3,723+184.3% | $2,565+312.6% |
| Participant deferral / active EE | $3,271 | $3,468-5.7% | $4,654-29.7% | $3,952-17.2% |
| Admin fee / account holder | $73 | $5,470-98.7% | $6,755-98.9% | $6,261-98.8% |