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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 | $73,024 | $76,696-4.8% | $96,538-24.4% | $71,529+2.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 13.77% | 48.32%-34.6pp | 35.74%-22.0pp | 28.97%-15.2pp |
| Employer contribution / active EE | $12,675 | $3,032+318.1% | $3,740+238.9% | $2,590+389.4% |
| Participant deferral / active EE | $3,240 | $3,770-14.1% | $4,880-33.6% | $4,291-24.5% |
| Admin fee / account holder | $64 | $2,030-96.9% | $6,737-99.1% | $1,588-96.0% |