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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 | $198,459 | $70,917+179.8% | $98,920+100.6% | $73,493+170.0% |
| Participation rate | 99.1% | 73.8%+25.3pp | 76.0%+23.1pp | 70.7%+28.4pp |
| Annual return | 8.80% | 34.18%-25.4pp | 196.47%-187.7pp | 28.51%-19.7pp |
| Employer contribution / active EE | $12,857 | $2,037+531.1% | $2,689+378.1% | $2,270+466.4% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |