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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 | $144,550 | $77,523+86.5% | $100,383+44.0% | $80,874+78.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 6.18% | 37.21%-31.0pp | 49.26%-43.1pp | 35.62%-29.4pp |
| Employer contribution / active EE | $11,654 | $2,801+316.0% | $3,944+195.5% | $2,756+322.9% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,899-100.0% | $7,900-100.0% | $6,935-100.0% |