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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 | $173,732 | $86,225+101.5% | $146,649+18.5% | $86,828+100.1% |
| Participation rate | 99.5% | 78.0%+21.6pp | 80.1%+19.5pp | 72.3%+27.2pp |
| Annual return | 10.30% | 31.23%-20.9pp | 22.75%-12.4pp | 97.95%-87.6pp |
| Employer contribution / active EE | $4,247 | $2,392+77.6% | $4,137+2.7% | $2,406+76.5% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |