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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 | $89,438+78.4% | $164,928-3.2% | $77,692+105.4% |
| Participation rate | 99.7% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.1pp |
| Annual return | 9.19% | 28.82%-19.6pp | 70.08%-60.9pp | 31.25%-22.1pp |
| Employer contribution / active EE | $5,483 | $2,567+113.6% | $4,343+26.2% | $2,726+101.1% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,034-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,684-100.0% | $431-100.0% |