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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 | $135,612 | $89,435+51.6% | $164,975-17.8% | $77,714+74.5% |
| Participation rate | 99.4% | 78.6%+20.8pp | 78.6%+20.8pp | 70.6%+28.8pp |
| Annual return | 9.39% | 28.82%-19.4pp | 70.12%-60.7pp | 31.26%-21.9pp |
| Employer contribution / active EE | $7,095 | $2,563+176.8% | $4,343+63.4% | $2,727+160.2% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |