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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 | $75,993 | $65,582+15.9% | $64,101+18.6% | $71,511+6.3% |
| Participation rate | 71.8% | 73.2%-1.4pp | 72.3%-0.5pp | 67.9%+3.9pp |
| Annual return | 11.54% | 18.96%-7.4pp | 33.72%-22.2pp | 28.86%-17.3pp |
| Employer contribution / active EE | $7,537 | $2,671+182.2% | $2,749+174.2% | $2,589+191.1% |
| Participant deferral / active EE | $2,436 | $3,628-32.9% | $3,881-37.2% | $4,291-43.2% |
| Admin fee / account holder | $133 | $616-78.5% | $3,070-95.7% | $1,588-91.7% |