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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 | $218,190 | $71,526+205.0% | $98,450+121.6% | $71,495+205.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 7.23% | 32.42%-25.2pp | 21.16%-13.9pp | 28.85%-21.6pp |
| Employer contribution / active EE | $14,955 | $2,400+523.3% | $3,049+390.5% | $2,589+477.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $4,739-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,961-100.0% | $1,588-100.0% |