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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 | $77,460+86.6% | $100,378+44.0% | $80,925+78.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 6.18% | 37.24%-31.1pp | 49.41%-43.2pp | 35.65%-29.5pp |
| Employer contribution / active EE | $11,654 | $2,801+316.1% | $3,942+195.6% | $2,756+322.8% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,887-100.0% | $7,899-100.0% | $6,940-100.0% |