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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 | $181,452 | $82,979+118.7% | $102,412+77.2% | $77,736+133.4% |
| Participation rate | 98.5% | 71.5%+26.9pp | 74.5%+24.0pp | 70.6%+27.9pp |
| Annual return | 9.97% | 19.11%-9.1pp | 24.94%-15.0pp | 31.26%-21.3pp |
| Employer contribution / active EE | $3,799 | $3,554+6.9% | $3,870-1.8% | $2,728+39.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $639-99.6% | $8,388-100.0% | $433-99.4% |