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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 | $159,582 | $89,465+78.4% | $165,071-3.3% | $77,736+105.3% |
| Participation rate | 99.7% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.1pp |
| Annual return | 9.19% | 28.86%-19.7pp | 70.17%-61.0pp | 31.26%-22.1pp |
| Employer contribution / active EE | $5,483 | $2,565+113.8% | $4,347+26.1% | $2,728+101.0% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,695-100.0% | $433-100.0% |