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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 | $100,501 | $89,652+12.1% | $141,197-28.8% | $65,186+54.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 19.83% | 32.79%-13.0pp | 71.41%-51.6pp | 29.39%-9.6pp |
| Employer contribution / active EE | $12,121 | $3,065+295.5% | $4,736+155.9% | $2,177+456.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $7 | $569-98.7% | $10,265-99.9% | $847-99.1% |